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Second Half Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Second Half Financial 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
-94,066
Closed -$6.82M – 63
2023
Q2 		$6.82M Buy
+94,066
New +$6.83M 1.56% 12

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Second Half Financial Partners's EFA Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 94,066 shares — an estimated $6.82M sold.

Second Half Financial Partners first reported a position in EFA in Q2 2023 and held it in 1 quarter. The position peaked at $6.82M in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 94,066 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $6.82M.
  • Second Half Financial Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares MSCI EAFE ETF position peaked at $6.82M in Q2 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.