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Private Portfolio Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Portfolio Partners’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 		$562K Buy
7,436
+2
+0% +$158 0.1% 150
2024
Q3 		$622K Buy
+7,434
New +$598K 0.12% 133
2024
Q2 		– Sell
-6,770
Closed -$541K – 126
2024
Q1 		$541K Hold
6,770
– – 0.11% 146
2023
Q4 		$510K Sell
6,770
-33
-0.5% -$2.33K 0.12% 140
2023
Q3 		$469K Sell
6,803
-414
-6% -$29.7K 0.12% 139
2023
Q2 		$523K Sell
7,217
-217
-3% -$15.8K 0.13% 125
2023
Q1 		$532K Sell
7,434
-1,286
-15% -$90K 0.14% 115
2022
Q4 		$572K Sell
8,720
-241
-3% -$15.1K 0.15% 118
2022
Q3 		$502K Sell
8,961
-484
-5% -$30.2K 0.14% 133
2022
Q2 		$590K Sell
9,445
-182
-2% -$12.4K 0.16% 112
2022
Q1 		$709K Buy
9,627
+1,896
+25% +$142K 0.18% 112
2021
Q4 		$608K Buy
7,731
+14
+0.2% +$1.11K 0.16% 127
2021
Q3 		$602K Sell
7,717
-100
-1% -$8K 0.17% 118
2021
Q2 		$617K Sell
7,817
-383
-5% -$30.4K 0.18% 109
2021
Q1 		$622K Hold
8,200
– – 0.2% 102
2020
Q4 		$598K Buy
8,200
+9
+0.1% +$616 0.21% 99
2020
Q3 		$521K Sell
8,191
-31
-0.4% -$1.98K 0.21% 100
2020
Q2 		$500K Sell
8,222
-382
-4% -$22.1K 0.23% 99
2020
Q1 		$460K Sell
8,604
-232
-3% -$14.7K 0.24% 100
2019
Q4 		$614K Sell
8,836
-131
-1% -$8.85K 0.27% 97
2019
Q3 		$585K Sell
8,967
-581
-6% -$37.4K 0.28% 92
2019
Q2 		$628K Buy
9,548
+30
+0.3% +$1.96K 0.27% 102
2019
Q1 		$617K Sell
9,518
-3,845
-29% -$242K 0.33% 79
2018
Q4 		$785K Buy
+13,363
New +$835K 0.48% 58

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Portfolio Partners's EFA Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares MSCI EAFE ETF (EFA) stake by 0.03% in Q4 2024, buying an estimated $158 and bringing the position to 7,436 shares worth $562K. The position accounts for 0.1% of the portfolio, ranked #150.

Private Portfolio Partners first reported a position in EFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $785K in Q4 2018. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Private Portfolio Partners held 7,436 shares of iShares MSCI EAFE ETF worth $562K as of Q4 2024.
  • Private Portfolio Partners bought 2 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $158.
  • iShares MSCI EAFE ETF made up 0.1% of Private Portfolio Partners's portfolio in Q4 2024, its #150 holding.
  • Private Portfolio Partners first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares MSCI EAFE ETF position peaked at $785K in Q4 2018.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.