Wealthgate Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealthgate Family Office’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	$820K	Hold	9,801	–	–	2.28%	9
2024 Q2	$768K	Buy	9,801 +19	+0.2%	+$1.5K	1.89%	8
2024 Q1	$781K	Hold	9,782	–	–	2.03%	8
2023 Q4	$737K	Buy	9,782 +1,216	+14%	+$85.9K	2.04%	9
2023 Q3	$590K	Hold	8,566	–	–	1.84%	10
2023 Q2	$621K	Hold	8,566	–	–	1.82%	10
2023 Q1	$613K	Hold	8,566	–	–	1.76%	10
2022 Q4	$562K	Hold	8,566	–	–	1.53%	10
2022 Q3	$480K	Sell	8,566 -15,000	-64%	-$935K	1.28%	10
2022 Q2	$1.47M	Sell	23,566 -11,288	-32%	-$768K	3.64%	7
2022 Q1	$2.56M	Buy	34,854 +16	+0%	+$1.2K	5.14%	5
2021 Q4	$2.74M	Buy	34,838 +133	+0.4%	+$10.5K	4.27%	5
2021 Q3	$2.71M	Hold	34,705	–	–	4.16%	5
2021 Q2	$2.74M	Sell	34,705 -18,071	-34%	-$1.44M	5.4%	4
2021 Q1	$4M	Hold	52,776	–	–	5.44%	5
2020 Q4	$3.85M	Buy	+52,776	New	+$3.61M	5.76%	4

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

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

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

Wealthgate Family Office's EFA Position: Q3 2024 in Review

Wealthgate Family Office held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 9,801 shares worth $820K. The position accounts for 2.28% of the portfolio, ranked #9.

Wealthgate Family Office first reported a position in EFA in Q4 2020 and has held it in 16 quarters since. The position peaked at $4M in Q1 2021. 1,855 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Wealthgate Family Office held 9,801 shares of iShares MSCI EAFE ETF worth $820K as of Q3 2024.
Wealthgate Family Office left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
iShares MSCI EAFE ETF made up 2.28% of Wealthgate Family Office's portfolio in Q3 2024, its #9 holding.
Wealthgate Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 16 quarters since.
Wealthgate Family Office's iShares MSCI EAFE ETF position peaked at $4M in Q1 2021.
1,855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.