Eudaimonia Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Eudaimonia Partners’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
2023 Q3	–	Sell	-4,526	Closed	-$328K	–	337
2023 Q2	$328K	Sell	4,526 -257	-5%	-$18.7K	0.07%	239
2023 Q1	$342K	Sell	4,783 -718	-13%	-$50.2K	0.08%	235
2022 Q4	$361K	Buy	+5,501	New	+$345K	0.09%	225
2022 Q3	–	Sell	-4,265	Closed	-$267K	–	365
2022 Q2	$267K	Buy	+4,265	New	+$290K	0.05%	317
2021 Q2	–	Sell	-1,120	Closed	-$85K	–	626
2021 Q1	$85K	Sell	1,120 -82	-7%	-$6.17K	0.02%	508
2020 Q4	$88K	Sell	1,202 -121	-9%	-$8.28K	0.02%	477
2020 Q3	$84K	Sell	1,323 -11	-0.8%	-$704	0.02%	446
2020 Q2	$81K	Sell	1,334 -6,992	-84%	-$404K	0.03%	408
2020 Q1	$445K	Sell	8,326 -5,824	-41%	-$370K	0.2%	126
2019 Q4	$983K	Buy	+14,150	New	+$956K	0.39%	70

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Eudaimonia Partners's EFA Position: Q3 2023 in Review

Eudaimonia Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 4,526 shares — an estimated $328K sold.

Eudaimonia Partners first reported a position in EFA in Q4 2019 and held it in 10 quarters. The position peaked at $983K in Q4 2019. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Eudaimonia Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Eudaimonia Partners sold 4,526 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $328K.
Eudaimonia Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
Eudaimonia Partners's iShares MSCI EAFE ETF position peaked at $983K in Q4 2019.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Eudaimonia Partners's 13F filing for Q3 2023, filed 24 Oct 2023.