Birch Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-671
Closed -$45.3K 101
2023
Q2
$45.3K Hold
671
0.03% 75
2023
Q1
$44.9K Hold
671
0.03% 77
2022
Q4
$41.4K Hold
671
0.03% 79
2022
Q3
$35.3K Buy
+671
New +$39.5K 0.03% 78

Other funds holding IEFA

Birch Capital Management's IEFA Position: Q3 2023 in Review

Birch Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 671 shares — an estimated $45.3K sold.

Birch Capital Management first reported a position in IEFA in Q3 2022 and held it in 4 quarters. The position peaked at $45.3K in Q2 2023. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Birch Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Birch Capital Management sold 671 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $45.3K.
  • Birch Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 4 quarters.
  • Birch Capital Management's iShares Core MSCI EAFE ETF position peaked at $45.3K in Q2 2023.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Birch Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.