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Edge Capital Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Edge Capital 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 		$6.96M Buy
92,113
+12,806
+16% +$1.01M 0.31% 65
2024
Q3 		$6.63M Buy
79,307
+666
+0.8% +$53.6K 0.29% 72
2024
Q2 		$6.16M Sell
78,641
-767
-1% -$60.8K 0.3% 74
2024
Q1 		$6.34M Buy
79,408
+3,399
+4% +$260K 0.32% 70
2023
Q4 		$5.73M Buy
76,009
+11,730
+18% +$829K 0.32% 68
2023
Q3 		$4.43M Buy
64,279
+2,367
+4% +$170K 0.29% 72
2023
Q2 		$4.49M Buy
61,912
+560
+0.9% +$40.7K 0.26% 84
2023
Q1 		$4.39M Sell
61,352
-173
-0.3% -$12.1K 0.27% 77
2022
Q4 		$4.04M Sell
61,525
-29,006
-32% -$1.82M 0.28% 76
2022
Q3 		$5.07M Sell
90,531
-18,120
-17% -$1.13M 0.42% 53
2022
Q2 		$6.79M Buy
108,651
+20,716
+24% +$1.41M 0.59% 42
2022
Q1 		$6.47M Sell
87,935
-16,300
-16% -$1.22M 0.44% 51
2021
Q4 		$8.2M Buy
104,235
+21,266
+26% +$1.68M 0.58% 41
2021
Q3 		$6.47M Sell
82,969
-1,283
-2% -$103K 0.51% 48
2021
Q2 		$6.65M Sell
84,252
-4,174
-5% -$332K 0.53% 44
2021
Q1 		$6.71M Buy
88,426
+4,047
+5% +$305K 0.56% 43
2020
Q4 		$6.16M Buy
84,379
+5,086
+6% +$348K 0.52% 50
2020
Q3 		$5.05M Buy
79,293
+461
+0.6% +$29.5K 0.5% 47
2020
Q2 		$4.8M Sell
78,832
-52,982
-40% -$3.06M 0.5% 52
2020
Q1 		$7.05M Sell
131,814
-152,609
-54% -$9.69M 0.84% 29
2019
Q4 		$19.8M Buy
284,423
+3,621
+1% +$245K 1.92% 8
2019
Q3 		$18.3M Sell
280,802
-54,232
-16% -$3.49M 1.85% 8
2019
Q2 		$22M Sell
335,034
-1,879
-0.6% -$123K 2.12% 7
2019
Q1 		$21.9M Sell
336,913
-20,461
-6% -$1.29M 2.15% 7
2018
Q4 		$21M Buy
+357,374
New +$22.3M 2.28% 7

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

Edge Capital Group's EFA Position: Q4 2024 in Review

Edge Capital Group increased its iShares MSCI EAFE ETF (EFA) stake by 16% in Q4 2024, buying an estimated $1.01M and bringing the position to 92,113 shares worth $6.96M. The position accounts for 0.31% of the portfolio, ranked #65.

Edge Capital Group first reported a position in EFA in Q4 2018 and has held it in 25 quarters since. The position peaked at $22M in Q2 2019. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Edge Capital Group held 92,113 shares of iShares MSCI EAFE ETF worth $6.96M as of Q4 2024.
  • Edge Capital Group bought 12,806 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $1.01M.
  • iShares MSCI EAFE ETF made up 0.31% of Edge Capital Group's portfolio in Q4 2024, its #65 holding.
  • Edge Capital Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares MSCI EAFE ETF position peaked at $22M in Q2 2019.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.