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Planning Capital Management Corporation’s iShares MSCI EAFE ETF EFA Stock Holding History

Planning Capital Management Corporation’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 		$43.1K Hold
515
– – 0.03% 199
2024
Q2 		$40.3K Hold
515
– – 0.03% 211
2024
Q1 		$41.1K Hold
515
– – 0.03% 205
2023
Q4 		$38.8K Buy
+515
New +$36.4K 0.03% 212

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Capital Management Corporation's EFA Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 515 shares worth $43.1K. The position accounts for 0.03% of the portfolio, ranked #199.

Planning Capital Management Corporation first reported a position in EFA in Q4 2023 and has held it in 4 quarters since. 1,855 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Planning Capital Management Corporation held 515 shares of iShares MSCI EAFE ETF worth $43.1K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE ETF made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #199 holding.
  • Planning Capital Management Corporation first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.