Straight Path Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Straight Path 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
2023 Q3	–	Sell	-6,315	Closed	-$458K	–	81
2023 Q2	$458K	Buy	6,315 +74	+1%	+$5.37K	0.31%	40
2023 Q1	$446K	Buy	6,241 +500	+9%	+$35K	0.36%	39
2022 Q4	$377K	Buy	+5,741	New	+$360K	0.36%	42
2022 Q1	–	Sell	-6,131	Closed	-$482K	–	71
2021 Q4	$482K	Buy	+6,131	New	+$486K	0.42%	36

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

Straight Path Wealth Management's EFA Position: Q3 2023 in Review

Straight Path Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 6,315 shares — an estimated $458K sold.

Straight Path Wealth Management first reported a position in EFA in Q4 2021 and held it in 4 quarters. The position peaked at $482K in Q4 2021. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Straight Path Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Straight Path Wealth Management sold 6,315 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $458K.
Straight Path Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
Straight Path Wealth Management's iShares MSCI EAFE ETF position peaked at $482K in Q4 2021.
1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Straight Path Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.