Hardy Reed’s iShares MSCI EAFE ETF EFA Stock Holding History

Hardy Reed’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
2025 Q1	–	Sell	-7,670	Closed	-$580K	–	239
2024 Q4	$580K	Buy	+7,670	New	+$607K	0.05%	122
2021 Q1	–	Sell	-3,188	Closed	-$233K	–	104
2020 Q4	$233K	Buy	+3,188	New	+$218K	0.05%	94

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 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

Hardy Reed's EFA Position: Q1 2025 in Review

Hardy Reed sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 7,670 shares — an estimated $580K sold.

Hardy Reed first reported a position in EFA in Q4 2020 and held it in 2 quarters. The position peaked at $580K in Q4 2024. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Hardy Reed reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Hardy Reed sold 7,670 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $580K.
Hardy Reed first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 2 quarters.
Hardy Reed's iShares MSCI EAFE ETF position peaked at $580K in Q4 2024.
1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Hardy Reed's 13F filing for Q1 2025, filed 2 May 2025.