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RFP Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

RFP Financial 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
Q3 		– Sell
-1,007
Closed -$78.9K – 307
2024
Q2 		$78.9K Buy
1,007
+101
+11% +$8K 0.03% 180
2024
Q1 		$72.4K Buy
906
+178
+24% +$13.6K 0.03% 173
2023
Q4 		$54.9K Buy
728
+459
+171% +$32.4K 0.02% 192
2023
Q3 		$18.6K Hold
269
– – 0.01% 310
2023
Q2 		$19.5K Buy
269
+3
+1% +$218 0.01% 320
2023
Q1 		$19K Hold
266
– – 0.02% 202
2022
Q4 		$17.5K Buy
+266
New +$16.7K 0.01% 305

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

RFP Financial Group's EFA Position: Q3 2024 in Review

RFP Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 1,007 shares — an estimated $78.9K sold.

RFP Financial Group first reported a position in EFA in Q4 2022 and held it in 7 quarters. The position peaked at $78.9K in Q2 2024. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • RFP Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,007 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $78.9K.
  • RFP Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's iShares MSCI EAFE ETF position peaked at $78.9K in Q2 2024.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.