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

Laidlaw 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	-5,616	Closed	-$423K	–	196
2023 Q4	$423K	Sell	5,616 -2	-0%	-$141	0.15%	145
2023 Q3	$387K	Buy	+5,618	New	+$402K	0.13%	173
2023 Q2	–	Sell	-13,763	Closed	-$984K	–	356
2023 Q1	$984K	Buy	13,763 +135	+1%	+$9.44K	0.2%	123
2022 Q4	$895K	Buy	+13,628	New	+$854K	0.19%	132
2022 Q3	–	Sell	-6,998	Closed	-$437K	–	334
2022 Q2	$437K	Sell	6,998 -2,499	-26%	-$170K	0.09%	215
2022 Q1	$699K	Sell	9,497 -567	-6%	-$42.4K	0.12%	177
2021 Q4	$792K	Buy	+10,064	New	+$797K	0.13%	163
2021 Q1	–	Sell	-8,187	Closed	-$597K	–	260
2020 Q4	$597K	Buy	8,187 +3,260	+66%	+$223K	0.13%	170
2020 Q3	$314K	Buy	4,927 +1,223	+33%	+$78.3K	0.14%	147
2020 Q2	$225K	Buy	+3,704	New	+$214K	0.12%	160

Other funds holding EFA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 5,616 shares — an estimated $423K sold.

Laidlaw Wealth Management first reported a position in EFA in Q2 2020 and held it in 10 quarters. The position peaked at $984K in Q1 2023. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Laidlaw Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 5,616 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $423K.
Laidlaw Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2020 and held it in 10 quarters.
Laidlaw Wealth Management's iShares MSCI EAFE ETF position peaked at $984K in Q1 2023.
1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.