Valley National Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-118	Closed	-$9K	–	1203
2024 Q1	$9K	Buy	+118	New	+$9.03K	﹤0.01%	659
2020 Q1	–	Sell	-178	Closed	-$12K	–	774
2019 Q4	$12K	Sell	178 -178	-50%	-$12K	﹤0.01%	495
2019 Q3	$23K	Buy	+356	New	+$22.9K	0.01%	402
2018 Q3	–	Sell	-141	Closed	-$9K	–	700
2018 Q2	$9K	Buy	+141	New	+$9.89K	﹤0.01%	424
2017 Q4	–	Sell	-18	Closed	-$1K	–	683
2017 Q3	$1K	Buy	+18	New	+$1.2K	﹤0.01%	594
2016 Q3	–	Sell	-500	Closed	-$28K	–	660
2016 Q2	$28K	Hold	500	–	–	0.01%	276
2016 Q1	$29K	Hold	500	–	–	0.02%	271
2015 Q4	$29K	Hold	500	–	–	0.02%	259
2015 Q3	$29K	Hold	500	–	–	0.02%	266
2015 Q2	$32K	Hold	500	–	–	0.02%	255
2015 Q1	$32K	Hold	500	–	–	0.02%	248
2014 Q4	$34K	Buy	+500	New	+$31.2K	0.03%	194

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

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

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

Valley National Advisers's EFA Position: Q2 2024 in Review

Valley National Advisers sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 118 shares — an estimated $9K sold.

Valley National Advisers first reported a position in EFA in Q4 2014 and held it in 12 quarters. The position peaked at $34K in Q4 2014. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Valley National Advisers reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Valley National Advisers sold 118 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $9K.
Valley National Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 12 quarters.
Valley National Advisers's iShares MSCI EAFE ETF position peaked at $34K in Q4 2014.
1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.