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WealthPLAN Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-714
Closed -$51.8K – 525
2023
Q2 		$51.8K Sell
714
-68
-9% -$4.94K 0.01% 501
2023
Q1 		$55.9K Buy
+782
New +$54.7K 0.01% 534
2020
Q4 		– Sell
-4,736
Closed -$324K – 342
2020
Q3 		$324K Sell
4,736
-69
-1% -$4.42K 0.03% 241
2020
Q2 		$313K Sell
4,805
-440
-8% -$25.4K 0.03% 231
2020
Q1 		$289K Sell
5,245
-167
-3% -$10.6K 0.04% 199
2019
Q4 		$378K Sell
5,412
-5,578
-51% -$377K 0.04% 177
2019
Q3 		$748K Sell
10,990
-6,455
-37% -$416K 0.1% 126
2019
Q2 		$1.1M Buy
17,445
+4,285
+33% +$280K 0.17% 99
2019
Q1 		$851K Sell
13,160
-1,002
-7% -$63.1K 0.13% 121
2018
Q4 		$901K Buy
14,162
+10,381
+275% +$648K 0.14% 111
2018
Q3 		$232K Buy
3,781
+288
+8% +$19.4K 0.04% 217
2018
Q2 		$234K Sell
3,493
-1,642
-32% -$115K 0.05% 223
2018
Q1 		$358K Buy
+5,135
New +$366K 0.08% 179
2017
Q2 		– Sell
-100
Closed -$6.18K – 246
2017
Q1 		$6.18K Buy
+100
New +$6.04K 0.02% 319
2016
Q3 		$75.8K Sell
1,286
-1,995
-61% -$116K 0.02% 269
2016
Q2 		$71.9K Buy
+3,281
New +$189K 0.01% 750
2015
Q4 		$57.9K Buy
+1,566
New +$94.3K 0.01% 577
2015
Q2 		– Sell
-921
Closed -$59K – 450
2015
Q1 		$59K Buy
+921
New +$58K 0.03% 224

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's EFA Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 714 shares — an estimated $51.8K sold.

WealthPLAN Partners first reported a position in EFA in Q1 2015 and held it in 18 quarters. The position peaked at $1.1M in Q2 2019. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 714 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $51.8K.
  • WealthPLAN Partners first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 18 quarters.
  • WealthPLAN Partners's iShares MSCI EAFE ETF position peaked at $1.1M in Q2 2019.
  • 1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.