Carmel Capital Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-6,351	Closed	-$438K	–	302
2023 Q3	$438K	Buy	+6,351	New	+$455K	0.2%	82

Other funds holding EFA

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carmel Capital Partners's EFA Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 6,351 shares — an estimated $438K sold.

Carmel Capital Partners first reported a position in EFA in Q3 2023 and held it in 1 quarter. The position peaked at $438K in Q3 2023. 1,866 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Carmel Capital Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 6,351 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $438K.
Carmel Capital Partners first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's iShares MSCI EAFE ETF position peaked at $438K in Q3 2023.
1,866 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.