TC
EFA icon

TAP Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History

TAP Consulting’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
Q4 		$5.59M Buy
73,958
+5,978
+9% +$473K 1.14% 24
2024
Q3 		$5.69M Buy
67,980
+28
+0% +$2.25K 1.12% 23
2024
Q2 		$5.32M Buy
67,952
+571
+0.8% +$45.2K 1.12% 21
2024
Q1 		$5.38M Buy
67,381
+664
+1% +$50.8K 1.18% 21
2023
Q4 		$5.03M Buy
66,717
+17,576
+36% +$1.24M 1.2% 22
2023
Q3 		$3.39M Buy
49,141
+1,225
+3% +$87.8K 0.87% 32
2023
Q2 		$3.47M Sell
47,916
-2,261
-5% -$164K 0.85% 31
2023
Q1 		$3.59M Sell
50,177
-1,242
-2% -$86.9K 0.88% 34
2022
Q4 		$3.38M Sell
51,419
-2,455
-5% -$154K 0.88% 32
2022
Q3 		$3.02M Sell
53,874
-34,366
-39% -$2.14M 0.81% 35
2022
Q2 		$5.51M Sell
88,240
-31,054
-26% -$2.11M 1.53% 18
2022
Q1 		$8.78M Buy
119,294
+5,094
+4% +$381K 2.3% 12
2021
Q4 		$8.98M Buy
114,200
+6,697
+6% +$530K 2.05% 13
2021
Q3 		$8.39M Buy
107,503
+4,658
+5% +$373K 2.25% 12
2021
Q2 		$8.11M Buy
102,845
+9,943
+11% +$790K 2.28% 13
2021
Q1 		$7.05M Buy
92,902
+12,163
+15% +$916K 2.19% 12
2020
Q4 		$5.89M Sell
80,739
-10,065
-11% -$688K 2.12% 12
2020
Q3 		$5.78M Buy
90,804
+31,118
+52% +$1.99M 2.27% 12
2020
Q2 		$3.63M Buy
+59,686
New +$3.45M 1.79% 17

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TAP Consulting's EFA Position: Q4 2024 in Review

TAP Consulting increased its iShares MSCI EAFE ETF (EFA) stake by 8.8% in Q4 2024, buying an estimated $473K and bringing the position to 73,958 shares worth $5.59M. The position accounts for 1.14% of the portfolio, ranked #24.

TAP Consulting first reported a position in EFA in Q2 2020 and has held it in 19 quarters since. The position peaked at $8.98M in Q4 2021. 1,944 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • TAP Consulting held 73,958 shares of iShares MSCI EAFE ETF worth $5.59M as of Q4 2024.
  • TAP Consulting bought 5,978 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $473K.
  • iShares MSCI EAFE ETF made up 1.14% of TAP Consulting's portfolio in Q4 2024, its #24 holding.
  • TAP Consulting first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 19 quarters since.
  • TAP Consulting's iShares MSCI EAFE ETF position peaked at $8.98M in Q4 2021.
  • 1,944 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.