Friedenthal Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Friedenthal Financial’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	-25,287	Closed	-$1.74M	–	244
2023 Q3	$1.74M	Sell	25,287 -764	-3%	-$54.7K	1.18%	21
2023 Q2	$1.89M	Buy	+26,051	New	+$1.89M	1.26%	21
2016 Q2	–	Sell	-5,161	Closed	-$303K	–	47
2016 Q1	$303K	Hold	5,161	–	–	0.28%	34
2015 Q4	$303K	Buy	5,161 +134	+3%	+$8.07K	0.27%	34
2015 Q3	$288K	Hold	5,027	–	–	0.26%	33
2015 Q2	$319K	Hold	5,027	–	–	0.28%	39
2015 Q1	$323K	Buy	5,027 +128	+3%	+$8.06K	0.27%	38
2014 Q4	$298K	Buy	4,899 +176	+4%	+$11K	0.25%	32
2014 Q3	$303K	Buy	4,723 +97	+2%	+$6.47K	0.26%	33
2014 Q2	$316K	Buy	4,626 +80	+2%	+$5.48K	0.26%	35
2014 Q1	$305K	Hold	4,546	–	–	0.26%	28
2013 Q4	$305K	Buy	+4,546	New	+$297K	0.28%	28

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Friedenthal Financial's EFA Position: Q4 2023 in Review

Friedenthal Financial sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 25,287 shares — an estimated $1.74M sold.

Friedenthal Financial first reported a position in EFA in Q4 2013 and held it in 12 quarters. The position peaked at $1.89M in Q2 2023. 1,863 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Friedenthal Financial reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Friedenthal Financial sold 25,287 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $1.74M.
Friedenthal Financial first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 12 quarters.
Friedenthal Financial's iShares MSCI EAFE ETF position peaked at $1.89M in Q2 2023.
1,863 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Friedenthal Financial's 13F filing for Q4 2023, filed 29 Jan 2024.