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Strategic Investment Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Investment Solutions’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
Q2 		– Sell
-1,609
Closed -$115K – 904
2023
Q1 		$115K Buy
+1,609
New +$113K 0.02% 237

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JP Morgan Chase
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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Strategic Investment Solutions's EFA Position: Q2 2023 in Review

Strategic Investment Solutions sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 1,609 shares — an estimated $115K sold.

Strategic Investment Solutions first reported a position in EFA in Q1 2023 and held it in 1 quarter. The position peaked at $115K in Q1 2023. 1,778 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Strategic Investment Solutions reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,609 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $115K.
  • Strategic Investment Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's iShares MSCI EAFE ETF position peaked at $115K in Q1 2023.
  • 1,778 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Strategic Investment Solutions's 13F filing for Q2 2023, filed 15 Aug 2023.