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

Partnership 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
-982
Closed -$82.1K – 106
2024
Q3 		$82.1K Sell
982
-275
-22% -$22.1K 0.06% 103
2024
Q2 		$98.4K Buy
1,257
+63
+5% +$4.99K 0.07% 117
2024
Q1 		$95.4K Hold
1,194
– – 0.07% 123
2023
Q4 		$89.6K Buy
+1,194
New +$84.4K 0.07% 121

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

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

Partnership Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 982 shares — an estimated $82.1K sold.

Partnership Wealth Management first reported a position in EFA in Q4 2023 and held it in 4 quarters. The position peaked at $98.4K in Q2 2024. 1,945 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Partnership Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 982 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $82.1K.
  • Partnership Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's iShares MSCI EAFE ETF position peaked at $98.4K in Q2 2024.
  • 1,945 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.