V Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

V Wealth Advisors’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	$623K	Sell	9,034 -2,143	-19%	-$154K	0.5%	41
2023 Q2	$810K	Buy	11,177 +2,793	+33%	+$203K	0.14%	150
2023 Q1	$600K	Buy	+8,384	New	+$586K	0.11%	171
2022 Q3	–	Sell	-4,973	Closed	-$310K	–	387
2022 Q2	$310K	Buy	4,973 +179	+4%	+$12.2K	0.06%	302
2022 Q1	$353K	Sell	4,794 -330	-6%	-$24.7K	0.06%	307
2021 Q4	$403K	Sell	5,124 -151	-3%	-$12K	0.06%	304
2021 Q3	$411K	Sell	5,275 -60	-1%	-$4.8K	0.06%	297
2021 Q2	$422K	Buy	5,335 +881	+20%	+$70K	0.07%	310
2021 Q1	$338K	Buy	4,454 +1,055	+31%	+$79.4K	0.06%	322
2020 Q4	$248K	Buy	+3,399	New	+$232K	0.05%	332
2020 Q3	–	Sell	-3,944	Closed	-$240K	–	210
2020 Q2	$240K	Sell	3,944 -5,796	-60%	-$335K	0.06%	305
2020 Q1	$520K	Buy	9,740 +5,812	+148%	+$369K	0.16%	142
2019 Q4	$256K	Hold	3,928	–	–	0.09%	228
2019 Q3	$256K	Sell	3,928 -711	-15%	-$45.8K	0.09%	228
2019 Q2	$306K	Sell	4,639 -1,146	-20%	-$75K	0.12%	183
2019 Q1	$382K	Buy	5,785 +1,703	+42%	+$107K	0.15%	149
2018 Q4	$263K	Sell	4,082 -847	-17%	-$52.9K	0.13%	173
2018 Q3	$335K	Buy	4,929 +67	+1%	+$4.53K	0.15%	155
2018 Q2	$328K	Buy	4,862 +255	+6%	+$17.9K	0.18%	136
2018 Q1	$318K	Buy	+4,607	New	+$328K	0.17%	144
2017 Q4	–	Sell	-2,905	Closed	-$201K	–	211
2017 Q3	$201K	Sell	2,905 -2,604	-47%	-$174K	0.1%	183
2017 Q2	$361K	Buy	+5,509	New	+$356K	0.17%	119

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

V Wealth Advisors's EFA Position: Q3 2023 in Review

V Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 19% in Q3 2023, selling an estimated $154K and leaving 9,034 shares worth $623K. The position accounts for 0.5% of the portfolio, ranked #41.

V Wealth Advisors first reported a position in EFA in Q2 2017 and has held it in 22 quarters since. The position peaked at $810K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

V Wealth Advisors held 9,034 shares of iShares MSCI EAFE ETF worth $623K as of Q3 2023.
V Wealth Advisors sold 2,143 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $154K.
iShares MSCI EAFE ETF made up 0.5% of V Wealth Advisors's portfolio in Q3 2023, its #41 holding.
V Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 22 quarters since.
V Wealth Advisors's iShares MSCI EAFE ETF position peaked at $810K in Q2 2023.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.