Raymond James Financial Services Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Raymond James Financial Services 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
2021 Q4	–	Sell	-32,500	Closed	-$7K	–	3349
2021 Q3	$7K	Buy	+32,500	New	+$2.6M	﹤0.01%	3265
2020 Q4	–	Sell	-30,500	Closed	-$5K	–	3011
2020 Q3	$5K	Sell	30,500 -200	-0.7%	-$12.8K	﹤0.01%	2859
2020 Q2	$2K	Sell	30,700 -16,900	-36%	-$977K	﹤0.01%	2814
2020 Q1	$34K	Buy	+47,600	New	+$3.02M	﹤0.01%	2341
2018 Q2	–	Sell	-24,300	Closed	-$6K	–	2801
2018 Q1	$6K	Buy	+24,300	New	+$1.73M	﹤0.01%	2533
2017 Q2	–	Sell	-11,900	Closed	-$21K	–	2540
2017 Q1	$21K	Buy	+11,900	New	+$719K	﹤0.01%	2368
2016 Q4	–	Sell	-51,900	Closed	-$5K	–	2364
2016 Q3	$5K	Buy	51,900 +1,500	+3%	+$87K	﹤0.01%	2298
2016 Q2	$3K	Buy	+50,400	New	+$2.9M	﹤0.01%	2275

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 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

Raymond James Financial Services Advisors's EFA Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q3 2024, buying an estimated $1.5M and bringing the position to 1,480,812 shares worth $124M. The position accounts for 0.16% of the portfolio, ranked #123.

Raymond James Financial Services Advisors first reported a position in EFA in Q2 2013 and has held it in 46 quarters since. The position peaked at $166M in Q4 2018. 1,856 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Raymond James Financial Services Advisors held 1,480,812 shares of iShares MSCI EAFE ETF worth $124M as of Q3 2024.
Raymond James Financial Services Advisors bought 18,600 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $1.5M.
iShares MSCI EAFE ETF made up 0.16% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #123 holding.
Raymond James Financial Services Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 46 quarters since.
Raymond James Financial Services Advisors's iShares MSCI EAFE ETF position peaked at $166M in Q4 2018.
1,856 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.