Navellier & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Navellier & Associates’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 Q2	–	Sell	-4,092	Closed	-$327K	–	346
2024 Q1	$327K	Buy	+4,092	New	+$313K	0.04%	281

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

Navellier & Associates's EFA Position: Q2 2024 in Review

Navellier & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 4,092 shares — an estimated $327K sold.

Navellier & Associates first reported a position in EFA in Q1 2024 and held it in 1 quarter. The position peaked at $327K in Q1 2024. 1,849 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Navellier & Associates reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Navellier & Associates sold 4,092 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $327K.
Navellier & Associates first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
Navellier & Associates's iShares MSCI EAFE ETF position peaked at $327K in Q1 2024.
1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Navellier & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.