Antonetti Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Antonetti Capital 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	$17.2K	Hold	250	–	–	0.03%	172
2023 Q2	$18.1K	Hold	250	–	–	0.03%	174
2023 Q1	$17.9K	Hold	250	–	–	0.03%	177
2022 Q4	$16.4K	Hold	250	–	–	0.02%	184
2022 Q3	$14K	Hold	250	–	–	0.02%	200
2022 Q2	$16K	Sell	250 -200	-44%	-$13.6K	0.02%	196
2022 Q1	$33K	Sell	450 -510	-53%	-$38.1K	0.03%	156
2021 Q4	$76K	Hold	960	–	–	0.06%	129
2021 Q3	$75K	Buy	+960	New	+$76.8K	0.06%	131
2014 Q3	$15K	Sell	230 -83,880	-100%	-$5.6M	0.03%	71
2014 Q2	$5.75M	Buy	84,110 +29,071	+53%	+$1.99M	4.5%	5
2014 Q1	$3.7M	Sell	55,039 -40,788	-43%	-$2.7M	3.23%	10
2013 Q4	$6.43M	Buy	95,827 +6,955	+8%	+$454K	5.83%	3
2013 Q3	$5.67M	Sell	88,872 -10,169	-10%	-$623K	5.75%	3
2013 Q2	$5.67M	Buy	+99,041	New	+$5.99M	6.23%	3

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

Antonetti Capital Management's EFA Position: Q3 2023 in Review

Antonetti Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2023 at 250 shares worth $17.2K. The position accounts for 0.03% of the portfolio, ranked #172.

Antonetti Capital Management first reported a position in EFA in Q2 2013 and has held it in 15 quarters since. The position peaked at $6.43M in Q4 2013. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Antonetti Capital Management held 250 shares of iShares MSCI EAFE ETF worth $17.2K as of Q3 2023.
Antonetti Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2023.
iShares MSCI EAFE ETF made up 0.03% of Antonetti Capital Management's portfolio in Q3 2023, its #172 holding.
Antonetti Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares MSCI EAFE ETF position peaked at $6.43M in Q4 2013.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.