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

Criterion 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
2024
Q4 		$1.59M Hold
20,259
– – 1% 30
2024
Q3 		$1.59M Hold
20,259
– – 1% 30
2024
Q2 		$1.59M Buy
20,259
+6
+0% +$475 1% 30
2024
Q1 		$1.62M Sell
20,253
-102
-0.5% -$7.8K 1.08% 29
2023
Q4 		$1.53M Buy
+20,355
New +$1.44M 1.11% 24

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Criterion Capital Advisors's EFA Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2024 at 20,259 shares worth $1.59M. The position accounts for 1% of the portfolio, ranked #30.

Criterion Capital Advisors first reported a position in EFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Criterion Capital Advisors held 20,259 shares of iShares MSCI EAFE ETF worth $1.59M as of Q4 2024.
  • Criterion Capital Advisors left its iShares MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE ETF made up 1% of Criterion Capital Advisors's portfolio in Q4 2024, its #30 holding.
  • Criterion Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares MSCI EAFE ETF position peaked at $1.62M in Q1 2024.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.