WR Wealth Planners’s iShares MSCI EAFE ETF EFA Stock Holding History

WR Wealth Planners’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 Q4	$4.54K	Hold	60	–	–	﹤0.01%	718
2024 Q3	$5.02K	Hold	60	–	–	﹤0.01%	745
2024 Q2	$4.7K	Sell	60 -97	-62%	-$7.68K	﹤0.01%	729
2024 Q1	$12.5K	Buy	+157	New	+$12K	﹤0.01%	555
2023 Q4	–	Sell	-21	Closed	-$1.45K	–	373
2023 Q3	$1.45K	Hold	21	–	–	﹤0.01%	808
2023 Q2	$1.52K	Hold	21	–	–	﹤0.01%	798
2023 Q1	$1.5K	Hold	21	–	–	﹤0.01%	809
2022 Q4	$1.38K	Hold	21	–	–	﹤0.01%	416
2022 Q3	$1.18K	Hold	21	–	–	﹤0.01%	414
2022 Q2	$1.31K	Hold	21	–	–	﹤0.01%	440
2022 Q1	$1.55K	Buy	+21	New	+$1.57K	﹤0.01%	444

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WR Wealth Planners's EFA Position: Q4 2024 in Review

WR Wealth Planners held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2024 at 60 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

WR Wealth Planners first reported a position in EFA in Q1 2022 and has held it in 11 quarters since. The position peaked at $12.5K in Q1 2024. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

WR Wealth Planners held 60 shares of iShares MSCI EAFE ETF worth $4.54K as of Q4 2024.
WR Wealth Planners left its iShares MSCI EAFE ETF share count unchanged in Q4 2024.
iShares MSCI EAFE ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #718 holding.
WR Wealth Planners first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares MSCI EAFE ETF position peaked at $12.5K in Q1 2024.
1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.