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Jackson Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Jackson Wealth Management’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
2024
Q1 		– Sell
-2,700
Closed -$203K – 151
2023
Q4 		$203K Buy
+2,700
New +$191K 0.03% 138
2015
Q3 		– Sell
-60,989
Closed -$3.89M – 124
2015
Q2 		$3.89M Sell
60,989
-1,624
-3% -$108K 1.32% 15
2015
Q1 		$4.02M Buy
+62,613
New +$3.94M 1.29% 19

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Wealth Management's EFA Position: Q1 2024 in Review

Jackson Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 2,700 shares — an estimated $203K sold.

Jackson Wealth Management first reported a position in EFA in Q1 2015 and held it in 3 quarters. The position peaked at $4.02M in Q1 2015. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • Jackson Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 2,700 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $203K.
  • Jackson Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 3 quarters.
  • Jackson Wealth Management's iShares MSCI EAFE ETF position peaked at $4.02M in Q1 2015.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Jackson Wealth Management's 13F filing for Q1 2024, filed 11 Jun 2024.