Traverso Chambers Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Traverso Chambers Private 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
2023 Q4	$565K	Buy	7,504 +11	+0.1%	+$777	0.14%	70
2023 Q3	$516K	Hold	7,493	–	–	0.14%	67
2023 Q2	$543K	Buy	7,493 +522	+7%	+$37.9K	0.14%	67
2023 Q1	$499K	Hold	6,971	–	–	0.14%	71
2022 Q4	$458K	Buy	6,971 +4	+0.1%	+$251	0.13%	75
2022 Q3	$390K	Sell	6,967 -978	-12%	-$61K	0.12%	78
2022 Q2	$496K	Sell	7,945 -1,067	-12%	-$72.6K	0.17%	69
2022 Q1	$663K	Buy	9,012 +4	+0%	+$299	0.2%	59
2021 Q4	$709K	Buy	9,008 +33	+0.4%	+$2.61K	0.21%	57
2021 Q3	$700K	Hold	8,975	–	–	0.22%	56
2021 Q2	$708K	Buy	8,975 +25	+0.3%	+$1.99K	0.22%	56
2021 Q1	$679K	Buy	8,950 +1,271	+17%	+$95.7K	0.23%	57
2020 Q4	$560K	Buy	7,679 +17	+0.2%	+$1.16K	0.2%	58
2020 Q3	$488K	Sell	7,662 -59	-0.8%	-$3.77K	0.19%	59
2020 Q2	$470K	Sell	7,721 -8,125	-51%	-$470K	0.2%	57
2020 Q1	$847K	Sell	15,846 -810	-5%	-$51.4K	0.4%	32
2019 Q4	$1.16M	Buy	16,656 +2,533	+18%	+$171K	0.49%	32
2019 Q3	$921K	Sell	14,123 -1,387	-9%	-$89.4K	0.44%	34
2019 Q2	$1.03M	Buy	15,510 +1,387	+10%	+$90.8K	0.5%	33
2019 Q1	$916K	Sell	14,123 -377	-3%	-$23.8K	0.45%	34
2018 Q4	$852K	Buy	+14,500	New	+$906K	0.46%	33

Other funds holding EFA

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Traverso Chambers Private Wealth Management's EFA Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.15% in Q4 2023, buying an estimated $777 and bringing the position to 7,504 shares worth $565K. The position accounts for 0.14% of the portfolio, ranked #70.

Traverso Chambers Private Wealth Management first reported a position in EFA in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2019. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Traverso Chambers Private Wealth Management held 7,504 shares of iShares MSCI EAFE ETF worth $565K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 11 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $777.
iShares MSCI EAFE ETF made up 0.14% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #70 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's iShares MSCI EAFE ETF position peaked at $1.16M in Q4 2019.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.