Traveka Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Traveka Wealth’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 Q3	–	Sell	-3,266	Closed	-$256K	–	135
2024 Q2	$256K	Hold	3,266	–	–	0.12%	97
2024 Q1	$261K	Buy	3,266 +31	+1%	+$2.37K	0.12%	95
2023 Q4	$244K	Buy	+3,235	New	+$229K	0.12%	103

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Traveka Wealth's EFA Position: Q3 2024 in Review

Traveka Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,266 shares — an estimated $256K sold.

Traveka Wealth first reported a position in EFA in Q4 2023 and held it in 3 quarters. The position peaked at $261K in Q1 2024. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Traveka Wealth reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Traveka Wealth sold 3,266 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $256K.
Traveka Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 3 quarters.
Traveka Wealth's iShares MSCI EAFE ETF position peaked at $261K in Q1 2024.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Traveka Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.