Atom Investors’s iShares MSCI EAFE ETF EFA Stock Holding History

Atom Investors’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
2021 Q4	–	Sell	-10,894	Closed	-$850K	–	305
2021 Q3	$850K	Sell	10,894 -5,544	-34%	-$444K	0.07%	151
2021 Q2	$1.3M	Sell	16,438 -18,519	-53%	-$1.47M	0.16%	102
2021 Q1	$2.65M	Sell	34,957 -79,281	-69%	-$5.97M	0.44%	49
2020 Q4	$8.34M	Buy	+114,238	New	+$7.81M	0.84%	33
2020 Q1	–	Sell	-86,207	Closed	-$5.99M	–	335
2019 Q4	$5.99M	Buy	+86,207	New	+$5.82M	0.49%	68

Other funds holding EFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Atom Investors's EFA Position: Q4 2021 in Review

Atom Investors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 10,894 shares — an estimated $850K sold.

Atom Investors first reported a position in EFA in Q4 2019 and held it in 5 quarters. The position peaked at $8.34M in Q4 2020. 1,777 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Atom Investors reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Atom Investors sold 10,894 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $850K.
Atom Investors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 5 quarters.
Atom Investors's iShares MSCI EAFE ETF position peaked at $8.34M in Q4 2020.
1,777 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Atom Investors's 13F filing for Q4 2021, filed 14 Feb 2022.