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

LongView 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
Q4 		– Sell
-2,434
Closed -$204K – 205
2024
Q3 		$204K Sell
2,434
-136
-5% -$10.9K 0.07% 193
2024
Q2 		$201K Sell
2,570
-2
-0.1% -$158 0.07% 179
2024
Q1 		$205K Buy
+2,572
New +$197K 0.08% 171

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LongView Wealth Management's EFA Position: Q4 2024 in Review

LongView Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 2,434 shares — an estimated $204K sold.

LongView Wealth Management first reported a position in EFA in Q1 2024 and held it in 3 quarters. The position peaked at $205K in Q1 2024. 1,945 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • LongView Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • LongView Wealth Management sold 2,434 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $204K.
  • LongView Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • LongView Wealth Management's iShares MSCI EAFE ETF position peaked at $205K in Q1 2024.
  • 1,945 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on LongView Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.