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

Private Wealth 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
2023
Q3 		– Sell
-2,897
Closed -$210K – 161
2023
Q2 		$210K Buy
+2,897
New +$210K 0.02% 154

Other funds holding EFA

BlackRock
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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Partners's EFA Position: Q3 2023 in Review

Private Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 2,897 shares — an estimated $210K sold.

Private Wealth Partners first reported a position in EFA in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Private Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Private Wealth Partners sold 2,897 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $210K.
  • Private Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Private Wealth Partners's iShares MSCI EAFE ETF position peaked at $210K in Q2 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Private Wealth Partners's 13F filing for Q3 2023, filed 7 Nov 2023.