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

National Wealth Management 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
2023 Q4	–	Sell	-2,995	Closed	-$206K	–	141
2023 Q3	$206K	Sell	2,995 -150	-5%	-$10.7K	0.22%	118
2023 Q2	$227K	Buy	+3,145	New	+$228K	0.24%	116
2023 Q1	–	Sell	-8,110	Closed	-$532K	–	142
2022 Q4	$532K	Buy	+8,110	New	+$508K	0.64%	40

Other funds holding EFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

National Wealth Management Group's EFA Position: Q4 2023 in Review

National Wealth Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 2,995 shares — an estimated $206K sold.

National Wealth Management Group first reported a position in EFA in Q4 2022 and held it in 3 quarters. The position peaked at $532K in Q4 2022. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

National Wealth Management Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
National Wealth Management Group sold 2,995 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $206K.
National Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 3 quarters.
National Wealth Management Group's iShares MSCI EAFE ETF position peaked at $532K in Q4 2022.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.