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Spartan Planning & Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Spartan Planning & Wealth 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
2025
Q1 		– Sell
-2,740
Closed -$207K – 72
2024
Q4 		$207K Buy
+2,740
New +$217K 0.19% 70
2023
Q4 		$2.76M Buy
+36,577
New +$2.59M 2.94% 11

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 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

Spartan Planning & Wealth Management's EFA Position: Q1 2025 in Review

Spartan Planning & Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 2,740 shares — an estimated $207K sold.

Spartan Planning & Wealth Management first reported a position in EFA in Q4 2023 and held it in 2 quarters. The position peaked at $2.76M in Q4 2023. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Spartan Planning & Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 2,740 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $207K.
  • Spartan Planning & Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 2 quarters.
  • Spartan Planning & Wealth Management's iShares MSCI EAFE ETF position peaked at $2.76M in Q4 2023.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.