D. Scott Neal’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,053
| Closed | -$239K | – | 61 |
|
|
2024
Q2 | $239K | Sell |
3,053
-4,847
| -61% | -$384K | 0.13% | 59 |
|
|
2024
Q1 | $631K | Sell |
7,900
-619
| -7% | -$47.3K | 0.41% | 34 |
|
|
2023
Q4 | $642K | Buy |
8,519
+499
| +6% | +$35.3K | 0.57% | 29 |
|
|
2023
Q3 | $553K | Buy |
8,020
+3,262
| +69% | +$234K | 0.47% | 32 |
|
|
2023
Q2 | $345K | Buy |
+4,758
| New | +$346K | 0.26% | 43 |
|
|
2020
Q2 | – | Sell |
-7,397
| Closed | -$395K | – | 39 |
|
|
2020
Q1 | $395K | Buy |
7,397
+650
| +10% | +$41.3K | 0.24% | 20 |
|
|
2019
Q4 | $469K | Hold |
6,747
| – | – | 0.23% | 27 |
|
|
2019
Q3 | $440K | Hold |
6,747
| – | – | 0.23% | 23 |
|
|
2019
Q2 | $443K | Hold |
6,747
| – | – | 0.24% | 21 |
|
|
2019
Q1 | $438K | Sell |
6,747
-4,764
| -41% | -$300K | 0.23% | 18 |
|
|
2018
Q4 | $677K | Sell |
11,511
-282,171
| -96% | -$17.6M | 0.37% | 15 |
|
|
2018
Q3 | $20M | Buy |
293,682
+183,464
| +166% | +$12.4M | 10.09% | 6 |
|
|
2018
Q2 | $7.38M | Sell |
110,218
-6,743
| -6% | -$473K | 4.12% | 8 |
|
|
2018
Q1 | $8.15M | Buy |
116,961
+287
| +0.2% | +$20.5K | 4.63% | 9 |
|
|
2017
Q4 | $8.2M | Buy |
116,674
+26,329
| +29% | +$1.83M | 4.92% | 8 |
|
|
2017
Q3 | $6.19M | Buy |
90,345
+6,090
| +7% | +$407K | 3.73% | 8 |
|
|
2017
Q2 | $5.49M | Buy |
84,255
+6,608
| +9% | +$428K | 3.74% | 9 |
|
|
2017
Q1 | $4.84M | Sell |
77,647
-184,489
| -70% | -$11.2M | 3.12% | 11 |
|
|
2016
Q4 | $15.1M | Buy |
262,136
+208,901
| +392% | +$12M | 10.78% | 3 |
|
|
2016
Q3 | $3.15M | Sell |
53,235
-1,917
| -3% | -$111K | 2.47% | 10 |
|
|
2016
Q2 | $3.08M | Buy |
55,152
+4,120
| +8% | +$237K | 2.73% | 10 |
|
|
2016
Q1 | $2.92M | Sell |
51,032
-3,980
| -7% | -$219K | 2.74% | 10 |
|
|
2015
Q4 | $3.23M | Sell |
55,012
-3,285
| -6% | -$198K | 2.56% | 11 |
|
|
2015
Q3 | $3.34M | Sell |
58,297
-7,990
| -12% | -$493K | 2.81% | 11 |
|
|
2015
Q2 | $4.21M | Buy |
66,287
+76
| +0.1% | +$5.06K | 2.89% | 11 |
|
|
2015
Q1 | $4.25M | Buy |
66,211
+4,145
| +7% | +$261K | 3.05% | 11 |
|
|
2014
Q4 | $3.78M | Sell |
62,066
-6,226
| -9% | -$389K | 2.66% | 11 |
|
|
2014
Q3 | $4.38M | Buy |
68,292
+13,391
| +24% | +$893K | 3.48% | 9 |
|
|
2014
Q2 | $3.75M | Buy |
54,901
+3,264
| +6% | +$224K | 2.96% | 10 |
|
|
2014
Q1 | $3.47M | Buy |
51,637
+2,065
| +4% | +$136K | 2.92% | 12 |
|
|
2013
Q4 | $3.33M | Buy |
+49,572
| New | +$3.24M | 2.98% | 9 |
|
Other funds holding EFA
D. Scott Neal's EFA Position: Q3 2024 in Review
D. Scott Neal sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,053 shares — an estimated $239K sold.
D. Scott Neal first reported a position in EFA in Q4 2013 and held it in 31 quarters. The position peaked at $20M in Q3 2018. 1,855 funds tracked by Wall St. Rank hold EFA as of Q3 2024.
- D. Scott Neal reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
- D. Scott Neal sold 3,053 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $239K.
- D. Scott Neal first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 31 quarters.
- D. Scott Neal's iShares MSCI EAFE ETF position peaked at $20M in Q3 2018.
- 1,855 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.
Based on D. Scott Neal's 13F filing for Q3 2024, filed 17 Oct 2024.