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

JFG 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
Q3 		– Sell
-3,794
Closed -$297K – 75
2024
Q2 		$297K Buy
+3,794
New +$301K 0.08% 44
2021
Q2 		– Sell
-4,321
Closed -$328K – 45
2021
Q1 		$328K Sell
4,321
-276
-6% -$20.8K 0.18% 19
2020
Q4 		$335K Buy
+4,597
New +$314K 0.18% 34

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

JFG Wealth Management's EFA Position: Q3 2024 in Review

JFG Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,794 shares — an estimated $297K sold.

JFG Wealth Management first reported a position in EFA in Q4 2020 and held it in 3 quarters. The position peaked at $335K in Q4 2020. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • JFG Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • JFG Wealth Management sold 3,794 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $297K.
  • JFG Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 3 quarters.
  • JFG Wealth Management's iShares MSCI EAFE ETF position peaked at $335K in Q4 2020.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on JFG Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.