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Strait & Sound Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Strait & Sound 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
2024
Q3 		– Sell
-3,425
Closed -$268K – 146
2024
Q2 		$268K Sell
3,425
-715
-17% -$56.6K 0.14% 122
2024
Q1 		$325K Hold
4,140
– – 0.18% 89
2023
Q4 		$303K Hold
4,140
– – 0.19% 93
2023
Q3 		$285K Buy
+4,140
New +$297K 0.24% 92

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strait & Sound Wealth Management's EFA Position: Q3 2024 in Review

Strait & Sound Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,425 shares — an estimated $268K sold.

Strait & Sound Wealth Management first reported a position in EFA in Q3 2023 and held it in 4 quarters. The position peaked at $325K in Q1 2024. 1,859 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Strait & Sound Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 3,425 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $268K.
  • Strait & Sound Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 4 quarters.
  • Strait & Sound Wealth Management's iShares MSCI EAFE ETF position peaked at $325K in Q1 2024.
  • 1,859 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.