Column Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Column Capital Advisors’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	$634K	Hold	9,206	–	–	0.09%	75
2023 Q2	$667K	Sell	9,206 -56	-0.6%	-$4.07K	0.09%	71
2023 Q1	$662K	Hold	9,262	–	–	0.1%	68
2022 Q4	$608K	Buy	9,262 +5,034	+119%	+$315K	0.1%	63
2022 Q3	$237K	Hold	4,228	–	–	0.05%	100
2022 Q2	$264K	Hold	4,228	–	–	0.05%	92
2022 Q1	$311K	Buy	4,228 +2,746	+185%	+$205K	0.06%	95
2021 Q4	$117K	Hold	1,482	–	–	0.02%	186
2021 Q3	$116K	Hold	1,482	–	–	0.02%	171
2021 Q2	$117K	Sell	1,482 -180	-11%	-$14.3K	0.02%	171
2021 Q1	$126K	Hold	1,662	–	–	0.03%	152
2020 Q4	$121K	Hold	1,662	–	–	0.03%	155
2020 Q3	$106K	Hold	1,662	–	–	0.03%	154
2020 Q2	$101K	Hold	1,662	–	–	0.03%	150
2020 Q1	$89K	Sell	1,662 -1,560	-48%	-$99K	0.04%	135
2019 Q4	$223K	Buy	+3,222	New	+$218K	0.11%	78

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

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

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

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

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

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

Column Capital Advisors's EFA Position: Q3 2023 in Review

Column Capital Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2023 at 9,206 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #75.

Column Capital Advisors first reported a position in EFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $667K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Column Capital Advisors held 9,206 shares of iShares MSCI EAFE ETF worth $634K as of Q3 2023.
Column Capital Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2023.
iShares MSCI EAFE ETF made up 0.09% of Column Capital Advisors's portfolio in Q3 2023, its #75 holding.
Column Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares MSCI EAFE ETF position peaked at $667K in Q2 2023.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.