Glovista Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Glovista Investments’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	$10M	Buy	+133,017	New	+$9.4M	4.66%	8
2023 Q1	–	Sell	-8,539	Closed	-$562K	–	40
2022 Q4	$562K	Buy	+8,539	New	+$535K	0.28%	37
2015 Q1	–	Sell	-189,440	Closed	-$11.5M	–	84
2014 Q4	$11.5M	Buy	189,440 +173,106	+1,060%	+$10.8M	1.47%	15
2014 Q3	$1.05M	Sell	16,334 -4,024	-20%	-$268K	0.14%	36
2014 Q2	$1.39M	Buy	20,358 +4,786	+31%	+$328K	0.2%	38
2014 Q1	$1.05M	Buy	15,572 +6,100	+64%	+$403K	0.18%	40
2013 Q4	$636K	Buy	9,472 +4,700	+98%	+$307K	0.1%	42
2013 Q3	$304K	Hold	4,772	–	–	0.05%	55
2013 Q2	$273K	Buy	+4,772	New	+$289K	0.06%	42

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

Glovista Investments's EFA Position: Q4 2023 in Review

Glovista Investments opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2023: 133,017 shares worth $10M. The stake represents 4.66% of the portfolio and ranks #8 among its holdings. This is a return to the name: Glovista Investments previously reported a position in EFA as recently as Q4 2022.

Glovista Investments first reported a position in EFA in Q2 2013 and has held it in 9 quarters since. The position peaked at $11.5M in Q4 2014. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Glovista Investments held 133,017 shares of iShares MSCI EAFE ETF worth $10M as of Q4 2023.
iShares MSCI EAFE ETF was a new Glovista Investments position in Q4 2023.
iShares MSCI EAFE ETF made up 4.66% of Glovista Investments's portfolio in Q4 2023, its #8 holding.
Glovista Investments first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 9 quarters since.
Glovista Investments's iShares MSCI EAFE ETF position peaked at $11.5M in Q4 2014.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Glovista Investments's 13F filing for Q4 2023, filed 12 Feb 2024.