Bard Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Bard Financial Services’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	–	Sell	-10,160	Closed	-$737K	–	248
2023 Q2	$737K	Hold	10,160	–	–	0.06%	188
2023 Q1	$727K	Hold	10,160	–	–	0.06%	190
2022 Q4	$667K	Hold	10,160	–	–	0.06%	189
2022 Q3	$569K	Hold	10,160	–	–	0.05%	184
2022 Q2	$635K	Hold	10,160	–	–	0.06%	179
2022 Q1	$748K	Sell	10,160 -340	-3%	-$25.4K	0.06%	167
2021 Q4	$826K	Hold	10,500	–	–	0.07%	163
2021 Q3	$819K	Hold	10,500	–	–	0.07%	155
2021 Q2	$828K	Hold	10,500	–	–	0.07%	155
2021 Q1	$797K	Hold	10,500	–	–	0.08%	152
2020 Q4	$766K	Buy	+10,500	New	+$718K	0.08%	151

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

Bard Financial Services's EFA Position: Q3 2023 in Review

Bard Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 10,160 shares — an estimated $737K sold.

Bard Financial Services first reported a position in EFA in Q4 2020 and held it in 11 quarters. The position peaked at $828K in Q2 2021. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Bard Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 10,160 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $737K.
Bard Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares MSCI EAFE ETF position peaked at $828K in Q2 2021.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.