Bank of America
EFIX

Bank of America’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Bank of America’s Portfolio EFIX Stock Details EFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$1.93K – 8649
2024
Q4 		$1.93K Buy
+120
New +$1.96K ﹤0.01% 7201

Other funds holding EFIX

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America's EFIX Position: Q1 2025 in Review

Bank of America sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q1 2025, closing a stake of 120 shares — an estimated $1.93K sold.

Bank of America first reported a position in EFIX in Q4 2024 and held it in 1 quarter. The position peaked at $1.93K in Q4 2024. 11 funds tracked by Wall St. Rank hold EFIX as of Q1 2025.

  • Bank of America reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 120 First Trust TCW Emerging Markets Debt ETF shares in Q1 2025, an estimated $1.93K.
  • Bank of America first reported a position in First Trust TCW Emerging Markets Debt ETF in Q4 2024 and held it in 1 quarter.
  • Bank of America's First Trust TCW Emerging Markets Debt ETF position peaked at $1.93K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.