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Kiely Wealth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$20.7K Hold
258
– – 0.01% 158
2024
Q3 		$20.1K Hold
258
– – 0.01% 162
2024
Q2 		$19.9K Buy
+258
New +$20.4K 0.01% 150

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kiely Wealth Advisory Group's EFA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2024 at 258 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #158.

Kiely Wealth Advisory Group first reported a position in EFA in Q2 2024 and has held it in 3 quarters since. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Kiely Wealth Advisory Group held 258 shares of iShares MSCI EAFE ETF worth $20.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #158 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.