Pillar Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pillar Wealth 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
2024 Q3	–	Sell	-2,598	Closed	-$204K	–	18
2024 Q2	$204K	Sell	2,598 -1,549	-37%	-$123K	0.24%	58
2024 Q1	$331K	Sell	4,147 -300	-7%	-$22.9K	0.25%	57
2023 Q4	$335K	Hold	4,447	–	–	0.26%	62
2023 Q3	$306K	Hold	4,447	–	–	0.27%	56
2023 Q2	$322K	Hold	4,447	–	–	0.27%	56
2023 Q1	$318K	Hold	4,447	–	–	0.32%	50
2022 Q4	$292K	Hold	4,447	–	–	0.28%	54
2022 Q3	$249K	Hold	4,447	–	–	0.25%	47
2022 Q2	$278K	Hold	4,447	–	–	0.28%	48
2022 Q1	$327K	Sell	4,447 -142	-3%	-$10.6K	0.32%	42
2021 Q4	$361K	Buy	+4,589	New	+$363K	0.34%	40

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

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

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

Pillar Wealth Advisors's EFA Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 2,598 shares — an estimated $204K sold.

Pillar Wealth Advisors first reported a position in EFA in Q4 2021 and held it in 11 quarters. The position peaked at $361K in Q4 2021. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Pillar Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 2,598 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $204K.
Pillar Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's iShares MSCI EAFE ETF position peaked at $361K in Q4 2021.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.