De Burlo Group’s iShares MSCI EAFE ETF EFA Stock Holding History

De Burlo Group’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	–	Sell	-198,200	Closed	-$16.6M	–	79
2024 Q3	$16.6M	Buy	+198,200	New	+$15.9M	2.04%	21
2023 Q3	–	Sell	-87,700	Closed	-$6.36M	–	83
2023 Q2	$6.36M	Sell	87,700 -44,500	-34%	-$3.23M	1.06%	32
2023 Q1	$9.45M	Buy	+132,200	New	+$9.25M	1.85%	23

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

De Burlo Group's EFA Position: Q4 2024 in Review

De Burlo Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 198,200 shares — an estimated $16.6M sold.

De Burlo Group first reported a position in EFA in Q1 2023 and held it in 3 quarters. The position peaked at $16.6M in Q3 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

De Burlo Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
De Burlo Group sold 198,200 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $16.6M.
De Burlo Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 3 quarters.
De Burlo Group's iShares MSCI EAFE ETF position peaked at $16.6M in Q3 2024.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on De Burlo Group's 13F filing for Q4 2024, filed 14 Feb 2025.