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TMD Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TMD 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
Q2 		$266K Hold
3,391
– – 0.06% 46
2024
Q1 		$271K Sell
3,391
-419
-11% -$32K 0.06% 50
2023
Q4 		$287K Hold
3,810
– – 0.07% 46
2023
Q3 		$263K Hold
3,810
– – 0.07% 51
2023
Q2 		$276K Buy
+3,810
New +$277K 0.07% 44

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TMD Wealth Management's EFA Position: Q2 2024 in Review

TMD Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2024 at 3,391 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #46.

TMD Wealth Management first reported a position in EFA in Q2 2023 and has held it in 5 quarters since. The position peaked at $287K in Q4 2023. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • TMD Wealth Management held 3,391 shares of iShares MSCI EAFE ETF worth $266K as of Q2 2024.
  • TMD Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2024.
  • iShares MSCI EAFE ETF made up 0.06% of TMD Wealth Management's portfolio in Q2 2024, its #46 holding.
  • TMD Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 5 quarters since.
  • TMD Wealth Management's iShares MSCI EAFE ETF position peaked at $287K in Q4 2023.
  • 1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.