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EFA icon

VitalStone Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

VitalStone Financial’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 		$23.2K Hold
278
– – 0.02% 215
2024
Q2 		$21.8K Buy
278
+2
+0.7% +$158 0.02% 215
2024
Q1 		$22K Sell
276
-50
-15% -$3.82K 0.02% 221
2023
Q4 		$25K Buy
326
+57
+21% +$4.03K 0.02% 207
2023
Q3 		$19K Sell
269
-136
-34% -$9.74K 0.02% 197
2023
Q2 		$29K Sell
405
-3,206
-89% -$233K 0.02% 445
2023
Q1 		$283K Buy
3,611
+3,206
+792% +$224K 0.23% 57
2022
Q4 		$27K Buy
+405
New +$25.4K 0.02% 227

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

VitalStone Financial's EFA Position: Q3 2024 in Review

VitalStone Financial held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 278 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #215.

VitalStone Financial first reported a position in EFA in Q4 2022 and has held it in 8 quarters since. The position peaked at $283K in Q1 2023. 1,855 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • VitalStone Financial held 278 shares of iShares MSCI EAFE ETF worth $23.2K as of Q3 2024.
  • VitalStone Financial left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE ETF made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #215 holding.
  • VitalStone Financial first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's iShares MSCI EAFE ETF position peaked at $283K in Q1 2023.
  • 1,855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.