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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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Bank of America
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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. 1,780 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.
  • 1,780 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.