Retirement Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Retirement Group’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 Q1	$40.7K	Hold	510	–	–	0.01%	260
2023 Q4	$38.4K	Hold	510	–	–	0.02%	250
2023 Q3	$35.1K	Hold	510	–	–	0.01%	244
2023 Q2	$37K	Buy	510 +430	+538%	+$31.2K	0.02%	237
2023 Q1	$6K	Buy	80 +20	+33%	+$1.4K	﹤0.01%	462
2022 Q4	$4K	Buy	60 +27	+82%	+$1.69K	﹤0.01%	450
2022 Q3	$2K	Sell	33 -27	-45%	-$1.68K	﹤0.01%	392
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	544
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	560
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	516
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	443
2021 Q2	$5K	Hold	60	–	–	﹤0.01%	484
2021 Q1	$5K	Hold	60	–	–	﹤0.01%	552
2020 Q4	$4K	Buy	60 +33	+122%	+$2.26K	﹤0.01%	520
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	562
2020 Q2	$2K	Buy	+27	New	+$1.56K	﹤0.01%	537
2019 Q4	$2K	Buy	+27	New	+$1.82K	﹤0.01%	529

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Group's EFA Position: Q1 2024 in Review

Retirement Group held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2024 at 510 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #260.

Retirement Group first reported a position in EFA in Q4 2019 and has held it in 17 quarters since. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Retirement Group held 510 shares of iShares MSCI EAFE ETF worth $40.7K as of Q1 2024.
Retirement Group left its iShares MSCI EAFE ETF share count unchanged in Q1 2024.
iShares MSCI EAFE ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #260 holding.
Retirement Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 17 quarters since.
1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.