Beach Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Beach Investment Counsel’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 Q3	–	Sell	-441	Closed	-$35K	–	226
2024 Q2	$35K	Buy	+441	New	+$34.9K	﹤0.01%	190

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beach Investment Counsel's EFA Position: Q3 2024 in Review

Beach Investment Counsel sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 441 shares — an estimated $35K sold.

Beach Investment Counsel first reported a position in EFA in Q2 2024 and held it in 1 quarter. The position peaked at $35K in Q2 2024. 1,859 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Beach Investment Counsel reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Beach Investment Counsel sold 441 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $35K.
Beach Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
Beach Investment Counsel's iShares MSCI EAFE ETF position peaked at $35K in Q2 2024.
1,859 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Beach Investment Counsel's 13F filing for Q3 2024, filed 15 Oct 2024.