Plan Group Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Plan Group Financial’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	-5,108	Closed	-$352K	–	73
2023 Q3	$352K	Buy	+5,108	New	+$366K	0.25%	47

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

Plan Group Financial's EFA Position: Q4 2023 in Review

Plan Group Financial sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 5,108 shares — an estimated $352K sold.

Plan Group Financial first reported a position in EFA in Q3 2023 and held it in 1 quarter. The position peaked at $352K in Q3 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Plan Group Financial reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Plan Group Financial sold 5,108 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $352K.
Plan Group Financial first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
Plan Group Financial's iShares MSCI EAFE ETF position peaked at $352K in Q3 2023.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Plan Group Financial's 13F filing for Q4 2023, filed 29 Jan 2024.