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Valley Wealth Managers’s iShares MSCI EAFE ETF EFA Stock Holding History

Valley Wealth Managers’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
-641
Closed -$50.2K – 416
2024
Q2 		$50.2K Hold
641
– – ﹤0.01% 220
2024
Q1 		$51.2K Buy
+641
New +$49K ﹤0.01% 214
2019
Q3 		– Sell
-3,200
Closed -$210K – 195
2019
Q2 		$210K Buy
+3,200
New +$209K 0.02% 187

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Wealth Managers's EFA Position: Q3 2024 in Review

Valley Wealth Managers sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 641 shares — an estimated $50.2K sold.

Valley Wealth Managers first reported a position in EFA in Q2 2019 and held it in 3 quarters. The position peaked at $210K in Q2 2019. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Valley Wealth Managers reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 641 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $50.2K.
  • Valley Wealth Managers first reported a position in iShares MSCI EAFE ETF in Q2 2019 and held it in 3 quarters.
  • Valley Wealth Managers's iShares MSCI EAFE ETF position peaked at $210K in Q2 2019.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.