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

Strategic Wealth Investment Group’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
-2,773
Closed -$201K – 105
2023
Q2 		$201K Sell
2,773
-1,486
-35% -$108K 0.03% 121
2023
Q1 		$305K Buy
+4,259
New +$298K 0.06% 104

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Wealth Investment Group's EFA Position: Q3 2023 in Review

Strategic Wealth Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 2,773 shares — an estimated $201K sold.

Strategic Wealth Investment Group first reported a position in EFA in Q1 2023 and held it in 2 quarters. The position peaked at $305K in Q1 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Strategic Wealth Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 2,773 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $201K.
  • Strategic Wealth Investment Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 2 quarters.
  • Strategic Wealth Investment Group's iShares MSCI EAFE ETF position peaked at $305K in Q1 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2023, filed 3 Nov 2023.