Tyler-Stone Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-103	Closed	-$8.07K	–	474
2024 Q2	$8.07K	Hold	103	–	–	﹤0.01%	689
2024 Q1	$8.23K	Hold	103	–	–	﹤0.01%	684
2023 Q4	$7.76K	Hold	103	–	–	﹤0.01%	671
2023 Q3	$7K	Hold	103	–	–	﹤0.01%	663
2023 Q2	$7K	Buy	+103	New	+$7.48K	﹤0.01%	663

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

Tyler-Stone Wealth Management's EFA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 103 shares — an estimated $8.07K sold.

Tyler-Stone Wealth Management first reported a position in EFA in Q2 2023 and held it in 5 quarters. The position peaked at $8.23K in Q1 2024. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 103 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $8.07K.
Tyler-Stone Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 5 quarters.
Tyler-Stone Wealth Management's iShares MSCI EAFE ETF position peaked at $8.23K in Q1 2024.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.