Triad Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Triad Wealth Partners’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	-323	Closed	-$25.3K	–	292
2024 Q2	$25.3K	Buy	+323	New	+$25.6K	0.01%	313

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Triad Wealth Partners's EFA Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 323 shares — an estimated $25.3K sold.

Triad Wealth Partners first reported a position in EFA in Q2 2024 and held it in 1 quarter. The position peaked at $25.3K in Q2 2024. 1,859 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Triad Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 323 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $25.3K.
Triad Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's iShares MSCI EAFE ETF position peaked at $25.3K in Q2 2024.
1,859 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.