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

Girard 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
2024 Q2	$337K	Hold	4,300	–	–	0.03%	214
2024 Q1	$343K	Buy	+4,300	New	+$329K	0.03%	218
2019 Q3	–	Sell	-8,683	Closed	-$570K	–	220
2019 Q2	$570K	Sell	8,683 -352	-4%	-$23K	0.1%	144
2019 Q1	$586K	Sell	9,035 -1,317	-13%	-$83K	0.11%	146
2018 Q4	$608K	Buy	10,352 +6,384	+161%	+$399K	0.13%	138
2018 Q3	$269K	Sell	3,968 -1	-0%	-$68	0.05%	213
2018 Q2	$266K	Hold	3,969	–	–	0.05%	219
2018 Q1	$277K	Buy	3,969 +252	+7%	+$18K	0.06%	195
2017 Q4	$261K	Hold	3,717	–	–	0.05%	232
2017 Q3	$255K	Sell	3,717 -743	-17%	-$49.7K	0.05%	216
2017 Q2	$291K	Sell	4,460 -196	-4%	-$12.7K	0.06%	206
2017 Q1	$290K	Sell	4,656 -294	-6%	-$17.8K	0.07%	190
2016 Q4	$286K	Buy	4,950 +357	+8%	+$20.6K	0.08%	180
2016 Q3	$272K	Buy	4,593 +907	+25%	+$52.6K	0.09%	169
2016 Q2	$206K	Buy	3,686 +48	+1%	+$2.76K	0.08%	183
2016 Q1	$208K	Buy	+3,638	New	+$201K	0.09%	175

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Girard Partners's EFA Position: Q2 2024 in Review

Girard Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2024 at 4,300 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #214.

Girard Partners first reported a position in EFA in Q1 2016 and has held it in 16 quarters since. The position peaked at $608K in Q4 2018. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Girard Partners held 4,300 shares of iShares MSCI EAFE ETF worth $337K as of Q2 2024.
Girard Partners left its iShares MSCI EAFE ETF share count unchanged in Q2 2024.
iShares MSCI EAFE ETF made up 0.03% of Girard Partners's portfolio in Q2 2024, its #214 holding.
Girard Partners first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 16 quarters since.
Girard Partners's iShares MSCI EAFE ETF position peaked at $608K in Q4 2018.
1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.