IVC Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

IVC Wealth Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23,809	Closed	-$1.64M	–	164
2023 Q3	$1.64M	Buy	23,809 +2,048	+9%	+$147K	1.1%	17
2023 Q2	$1.58M	Buy	21,761 +419	+2%	+$30.4K	1%	19
2023 Q1	$1.53M	Buy	21,342 +5,914	+38%	+$414K	1.08%	20
2022 Q4	$1.01M	Sell	15,428 -67	-0.4%	-$4.2K	0.75%	36
2022 Q3	$868K	Buy	15,495 +1,278	+9%	+$79.7K	0.7%	37
2022 Q2	$888K	Buy	+14,217	New	+$968K	0.69%	40

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IVC Wealth Advisors's EFA Position: Q4 2023 in Review

IVC Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 23,809 shares — an estimated $1.64M sold.

IVC Wealth Advisors first reported a position in EFA in Q2 2022 and held it in 6 quarters. The position peaked at $1.64M in Q3 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

IVC Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
IVC Wealth Advisors sold 23,809 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $1.64M.
IVC Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2022 and held it in 6 quarters.
IVC Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.64M in Q3 2023.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on IVC Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.