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Milestone Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-485
Closed -$33.4K – 219
2023
Q3 		$33.4K Hold
485
– – 0.01% 231
2023
Q2 		$35.2K Hold
485
– – 0.01% 91
2023
Q1 		$34.7K Hold
485
– – 0.01% 238
2022
Q4 		$31.8K Buy
+485
New +$30.4K 0.01% 89

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Milestone Investment Advisors's EFA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 485 shares — an estimated $33.4K sold.

Milestone Investment Advisors first reported a position in EFA in Q4 2022 and held it in 4 quarters. The position peaked at $35.2K in Q2 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 485 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $33.4K.
  • Milestone Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
  • Milestone Investment Advisors's iShares MSCI EAFE ETF position peaked at $35.2K in Q2 2023.
  • 1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.