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Veritable’s iShares MSCI EAFE ETF EFA Stock Holding History

Veritable’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
2018
Q4 		– Sell
-232,700
Closed -$15.8M – 792
2018
Q3 		$15.8M Sell
232,700
-76,500
-25% -$5.17M 0.32% 38
2018
Q2 		$20.7M Sell
309,200
-114,800
-27% -$8.05M 0.44% 30
2018
Q1 		$29.5M Sell
424,000
-55,700
-12% -$3.97M 0.64% 22
2017
Q4 		$33.7M Sell
479,700
-55,500
-10% -$3.86M 0.68% 21
2017
Q3 		$36.6M Buy
535,200
+364,900
+214% +$24.4M 0.77% 19
2017
Q2 		$11.1M Buy
+170,300
New +$11M 0.25% 58

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

Veritable's EFA Position: Q3 2023 in Review

Veritable sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 504,552 shares — an estimated $36.6M sold.

Veritable first reported a position in EFA in Q2 2013 and held it in 41 quarters. The position peaked at $97.3M in Q2 2014. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Veritable reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 504,552 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $36.6M.
  • Veritable first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 41 quarters.
  • Veritable's iShares MSCI EAFE ETF position peaked at $97.3M in Q2 2014.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.