Whitaker-Myers Wealth Managers’s iShares MSCI EAFE ETF EFA Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-6,545	Closed	-$513K	–	111
2024 Q2	$513K	Sell	6,545 -7,044	-52%	-$558K	0.19%	58
2024 Q1	$1.09M	Buy	13,589 +4,394	+48%	+$336K	0.46%	38
2023 Q4	$693K	Buy	+9,195	New	+$650K	0.35%	48

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's EFA Position: Q3 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 6,545 shares — an estimated $513K sold.

Whitaker-Myers Wealth Managers first reported a position in EFA in Q4 2023 and held it in 3 quarters. The position peaked at $1.09M in Q1 2024. 1,859 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Whitaker-Myers Wealth Managers reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 6,545 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $513K.
Whitaker-Myers Wealth Managers first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 3 quarters.
Whitaker-Myers Wealth Managers's iShares MSCI EAFE ETF position peaked at $1.09M in Q1 2024.
1,859 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.