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TRUADVICE’s iShares MSCI EAFE ETF EFA Stock Holding History

TRUADVICE’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
Q3 		$567K Sell
8,210
-3,897
-32% -$279K 0.22% 115
2023
Q2 		$879K Sell
12,107
-68,621
-85% -$4.98M 0.32% 79
2023
Q1 		$5.94M Buy
+80,728
New +$5.65M 2.36% 6

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUADVICE's EFA Position: Q3 2023 in Review

TRUADVICE reduced its iShares MSCI EAFE ETF (EFA) stake by 32% in Q3 2023, selling an estimated $279K and leaving 8,210 shares worth $567K. The position accounts for 0.22% of the portfolio, ranked #115.

TRUADVICE first reported a position in EFA in Q1 2023 and has held it in 3 quarters since. The position peaked at $5.94M in Q1 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • TRUADVICE held 8,210 shares of iShares MSCI EAFE ETF worth $567K as of Q3 2023.
  • TRUADVICE sold 3,897 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $279K.
  • iShares MSCI EAFE ETF made up 0.22% of TRUADVICE's portfolio in Q3 2023, its #115 holding.
  • TRUADVICE first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 3 quarters since.
  • TRUADVICE's iShares MSCI EAFE ETF position peaked at $5.94M in Q1 2023.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.