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

EPIQ 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 		– Sell
-2,475
Closed -$207K – 83
2024
Q3 		$207K Sell
2,475
-1,296
-34% -$104K 0.06% 68
2024
Q2 		$295K Buy
3,771
+67
+2% +$5.31K 0.1% 48
2024
Q1 		$296K Hold
3,704
– – 0.12% 47
2023
Q4 		$279K Buy
3,704
+45
+1% +$3.18K 0.13% 39
2023
Q3 		$252K Hold
3,659
– – 0.13% 43
2023
Q2 		$265K Buy
3,659
+66
+2% +$4.79K 0.13% 42
2023
Q1 		$257K Hold
3,593
– – 0.13% 44
2022
Q4 		$236K Sell
3,593
-6,068
-63% -$380K 0.13% 43
2022
Q3 		$541K Hold
9,661
– – 0.27% 26
2022
Q2 		$604K Buy
9,661
+225
+2% +$15.3K 0.24% 28
2022
Q1 		$694K Sell
9,436
-877
-9% -$65.6K 0.19% 30
2021
Q4 		$813K Buy
10,313
+179
+2% +$14.2K 0.14% 29
2021
Q3 		$791K Hold
10,134
– – 0.08% 33
2021
Q2 		$799K Buy
10,134
+136
+1% +$10.8K 0.08% 28
2021
Q1 		$759K Sell
9,998
-8,908
-47% -$671K 0.08% 27
2020
Q4 		$1.38M Sell
18,906
-2,537
-12% -$174K 0.22% 23
2020
Q3 		$1.36M Sell
21,443
-3,625
-14% -$232K 0.2% 20
2020
Q2 		$1.53M Sell
25,068
-487
-2% -$28.2K 0.26% 20
2020
Q1 		$1.37M Hold
25,555
– – 0.4% 19
2019
Q4 		$1.77M Buy
+25,555
New +$1.73M 0.43% 16

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EPIQ Capital Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 2,475 shares — an estimated $207K sold.

EPIQ Capital Group first reported a position in EFA in Q4 2019 and held it in 20 quarters. The position peaked at $1.77M in Q4 2019. 1,944 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • EPIQ Capital Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • EPIQ Capital Group sold 2,475 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $207K.
  • EPIQ Capital Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 20 quarters.
  • EPIQ Capital Group's iShares MSCI EAFE ETF position peaked at $1.77M in Q4 2019.
  • 1,944 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.