Eaton Financial Holdings’s iShares MSCI EAFE ETF EFA Stock Holding History

Eaton Financial Holdings’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 Q1	–	Sell	-11,105	Closed	-$837K	–	96
2023 Q4	$837K	Sell	11,105 -2,107	-16%	-$149K	0.2%	99
2023 Q3	$911K	Buy	13,212 +3,410	+35%	+$244K	0.24%	89
2023 Q2	$711K	Buy	+9,802	New	+$712K	0.54%	32

Other funds holding EFA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Eaton Financial Holdings's EFA Position: Q1 2024 in Review

Eaton Financial Holdings sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 11,105 shares — an estimated $837K sold.

Eaton Financial Holdings first reported a position in EFA in Q2 2023 and held it in 3 quarters. The position peaked at $911K in Q3 2023. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Eaton Financial Holdings reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Eaton Financial Holdings sold 11,105 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $837K.
Eaton Financial Holdings first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 3 quarters.
Eaton Financial Holdings's iShares MSCI EAFE ETF position peaked at $911K in Q3 2023.
1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.