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Freedom Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-3,692
Closed -$254K – 756
2023
Q3 		$254K Sell
3,692
-53,613
-94% -$3.84M 0.03% 559
2023
Q2 		$4.15M Sell
57,305
-1,050
-2% -$76.2K 0.47% 35
2023
Q1 		$4.17M Sell
58,355
-6,404
-10% -$448K 0.47% 39
2022
Q4 		$4.25M Buy
+64,759
New +$4.06M 0.48% 42
2021
Q1 		– Sell
-89,283
Closed -$6.51M – 861
2020
Q4 		$6.51M Sell
89,283
-23,546
-21% -$1.61M 0.72% 22
2020
Q3 		$7.18M Sell
112,829
-118,312
-51% -$7.57M 0.78% 21
2020
Q2 		$14.1M Sell
231,141
-69,712
-23% -$4.03M 1.53% 8
2020
Q1 		$20.7M Sell
300,853
-51,320
-15% -$3.26M 1.83% 6
2019
Q4 		$24.5M Buy
+352,173
New +$23.8M 2.15% 5
2017
Q4 		– Sell
-580,548
Closed -$39.8M – 1141
2017
Q3 		$39.8M Sell
580,548
-47,794
-8% -$3.2M 2.18% 3
2017
Q2 		$41M Sell
628,342
-50,930
-7% -$3.3M 2.33% 3
2017
Q1 		$42.3M Buy
+679,272
New +$41.1M 2.46% 5
2016
Q4 		– Sell
-476,563
Closed -$28.2M – 999
2016
Q3 		$28.2M Buy
+476,563
New +$27.6M 1.81% 8
2016
Q2 		– Sell
-10,626
Closed -$607K – 847
2016
Q1 		$607K Sell
10,626
-1,957
-16% -$108K 0.04% 339
2015
Q4 		$739K Buy
+12,583
New +$758K 0.06% 279
2015
Q3 		– Sell
-898,459
Closed -$57M – 695
2015
Q2 		$57M Buy
898,459
+139,502
+18% +$9.29M 5.86% 3
2015
Q1 		$48.7M Buy
+758,957
New +$47.8M 5.37% 4
2014
Q1 		– Sell
-298,302
Closed -$20M – 442
2013
Q4 		$20M Buy
298,302
+44,583
+18% +$2.91M 4.97% 2
2013
Q3 		$16.2M Buy
+253,719
New +$15.5M 4.62% 4

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Freedom Investment Management's EFA Position: Q4 2023 in Review

Freedom Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 3,692 shares — an estimated $254K sold.

Freedom Investment Management first reported a position in EFA in Q3 2013 and held it in 19 quarters. The position peaked at $57M in Q2 2015. 1,863 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

  • Freedom Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 3,692 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $254K.
  • Freedom Investment Management first reported a position in iShares MSCI EAFE ETF in Q3 2013 and held it in 19 quarters.
  • Freedom Investment Management's iShares MSCI EAFE ETF position peaked at $57M in Q2 2015.
  • 1,863 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.