Western Pacific Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Western Pacific Wealth Management’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	-7	Closed	-$508	–	279
2023 Q2	$508	Hold	7	–	–	﹤0.01%	271
2023 Q1	$500	Hold	7	–	–	﹤0.01%	284
2022 Q4	$459	Hold	7	–	–	﹤0.01%	280
2022 Q3	$0	Hold	7	–	–	﹤0.01%	237
2022 Q2	$0	Sell	7 -250	-97%	-$17K	﹤0.01%	200
2022 Q1	$18K	Buy	257 +250	+3,571%	+$18.7K	0.01%	146
2021 Q4	$0	Buy	+7	New	+$554	﹤0.01%	226

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Pacific Wealth Management's EFA Position: Q3 2023 in Review

Western Pacific Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 7 shares — an estimated $508 sold.

Western Pacific Wealth Management first reported a position in EFA in Q4 2021 and held it in 7 quarters. The position peaked at $18K in Q1 2022. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Western Pacific Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 7 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $508.
Western Pacific Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's iShares MSCI EAFE ETF position peaked at $18K in Q1 2022.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Western Pacific Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.