Riggs Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Riggs Asset Management’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	-1,080	Closed	-$78.3K	–	419
2023 Q2	$78.3K	Buy	+1,080	New	+$78.4K	0.03%	124
2020 Q2	–	Sell	-453	Closed	-$24K	–	251
2020 Q1	$24K	Sell	453 -13	-3%	-$825	0.02%	127
2019 Q4	$32K	Buy	466 +453	+3,485%	+$30.6K	0.01%	150
2019 Q3	$0	Hold	13	–	–	﹤0.01%	247
2019 Q2	$1K	Sell	13 -175	-93%	-$11.5K	﹤0.01%	249
2019 Q1	$12K	Buy	+188	New	+$11.8K	0.01%	172
2018 Q4	–	Sell	-255	Closed	-$17K	–	240
2018 Q3	$17K	Hold	255	–	–	0.01%	152
2018 Q2	$17K	Sell	255 -2,704	-91%	-$190K	0.01%	157
2018 Q1	$206K	Buy	2,959 +425	+17%	+$30.3K	0.08%	57
2017 Q4	$178K	Sell	2,534 -1,378	-35%	-$95.8K	0.07%	68
2017 Q3	$268K	Hold	3,912	–	–	0.12%	56
2017 Q2	$255K	Buy	3,912 +2,176	+125%	+$141K	0.11%	55
2017 Q1	$108K	Buy	1,736 +1,481	+581%	+$89.5K	0.05%	82
2016 Q4	$15K	Buy	+255	New	+$14.7K	0.01%	176

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riggs Asset Management's EFA Position: Q3 2023 in Review

Riggs Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 1,080 shares — an estimated $78.3K sold.

Riggs Asset Management first reported a position in EFA in Q4 2016 and held it in 14 quarters. The position peaked at $268K in Q3 2017. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Riggs Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Riggs Asset Management sold 1,080 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $78.3K.
Riggs Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 14 quarters.
Riggs Asset Management's iShares MSCI EAFE ETF position peaked at $268K in Q3 2017.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Riggs Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.