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

Madison 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
2023 Q3	$1.36M	Sell	19,780 -90	-0.5%	-$6.45K	0.29%	87
2023 Q2	$1.44M	Sell	19,870 -215	-1%	-$15.6K	0.29%	83
2023 Q1	$1.44M	Sell	20,085 -89	-0.4%	-$6.22K	0.31%	83
2022 Q4	$1.32M	Sell	20,174 -83	-0.4%	-$5.2K	0.3%	80
2022 Q3	$1.14M	Buy	20,257 +6,668	+49%	+$416K	0.28%	82
2022 Q2	$849K	Sell	13,589 -1,484	-10%	-$101K	0.21%	94
2022 Q1	$1.11M	Buy	15,073 +581	+4%	+$43.5K	0.23%	88
2021 Q4	$1.14M	Buy	14,492 +1,733	+14%	+$137K	0.23%	83
2021 Q3	$995K	Hold	12,759	–	–	0.22%	87
2021 Q2	$1.01M	Buy	12,759 +384	+3%	+$30.5K	0.22%	87
2021 Q1	$939K	Buy	12,375 +375	+3%	+$28.2K	0.23%	89
2020 Q4	$876K	Buy	12,000 +4,737	+65%	+$324K	0.23%	80
2020 Q3	$462K	Buy	7,263 +90	+1%	+$5.76K	0.14%	94
2020 Q2	$437K	Sell	7,173 -1,556	-18%	-$90K	0.14%	89
2020 Q1	$467K	Sell	8,729 -10,823	-55%	-$687K	0.19%	85
2019 Q4	$1.36M	Buy	+19,552	New	+$1.32M	0.39%	51

Other funds holding EFA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Madison Wealth Management's EFA Position: Q3 2023 in Review

Madison Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.45% in Q3 2023, selling an estimated $6.45K and leaving 19,780 shares worth $1.36M. The position accounts for 0.29% of the portfolio, ranked #87.

Madison Wealth Management first reported a position in EFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.44M in Q2 2023. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Madison Wealth Management held 19,780 shares of iShares MSCI EAFE ETF worth $1.36M as of Q3 2023.
Madison Wealth Management sold 90 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $6.45K.
iShares MSCI EAFE ETF made up 0.29% of Madison Wealth Management's portfolio in Q3 2023, its #87 holding.
Madison Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's iShares MSCI EAFE ETF position peaked at $1.44M in Q2 2023.
1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.