Buckhead Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Buckhead Capital Management’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
2022 Q1	–	Sell	-2,750	Closed	-$216K	–	141
2021 Q4	$216K	Sell	2,750 -1,800	-40%	-$143K	0.05%	141
2021 Q3	$355K	Hold	4,550	–	–	0.08%	116
2021 Q2	$359K	Sell	4,550 -375	-8%	-$29.8K	0.08%	115
2021 Q1	$374K	Buy	4,925 +375	+8%	+$28.2K	0.09%	110
2020 Q4	$332K	Hold	4,550	–	–	0.08%	112
2020 Q3	$290K	Hold	4,550	–	–	0.08%	101
2020 Q2	$277K	Buy	+4,550	New	+$263K	0.08%	93
2018 Q2	–	Sell	-7,162	Closed	-$499K	–	106
2018 Q1	$499K	Buy	+7,162	New	+$511K	0.11%	138
2014 Q2	–	Sell	-3,900	Closed	-$262K	–	198
2014 Q1	$262K	Hold	3,900	–	–	0.03%	190
2013 Q4	$262K	Hold	3,900	–	–	0.03%	183
2013 Q3	$249K	Sell	3,900 -400	-9%	-$24.5K	0.03%	181
2013 Q2	$246K	Buy	+4,300	New	+$260K	0.03%	171

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Buckhead Capital Management's EFA Position: Q1 2022 in Review

Buckhead Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 2,750 shares — an estimated $216K sold.

Buckhead Capital Management first reported a position in EFA in Q2 2013 and held it in 12 quarters. The position peaked at $499K in Q1 2018. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Buckhead Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Buckhead Capital Management sold 2,750 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $216K.
Buckhead Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 12 quarters.
Buckhead Capital Management's iShares MSCI EAFE ETF position peaked at $499K in Q1 2018.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Buckhead Capital Management's 13F filing for Q1 2022, filed 10 May 2022.