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Howard Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Howard Financial Services’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 		– Sell
-2,633
Closed -$210K – 159
2024
Q1 		$210K Sell
2,633
-778
-23% -$59.5K 0.04% 148
2023
Q4 		$257K Sell
3,411
-470
-12% -$33.2K 0.05% 133
2023
Q3 		$267K Sell
3,881
-581
-13% -$41.6K 0.06% 119
2023
Q2 		$323K Sell
4,462
-348
-7% -$25.3K 0.08% 101
2023
Q1 		$344K Sell
4,810
-7,622
-61% -$533K 0.08% 99
2022
Q4 		$816K Buy
12,432
+7,622
+158% +$477K 0.21% 52
2022
Q3 		$269K Sell
4,810
-134
-3% -$8.35K 0.09% 102
2022
Q2 		$309K Hold
4,944
– – 0.1% 87
2022
Q1 		$364K Buy
4,944
+60
+1% +$4.49K 0.11% 81
2021
Q4 		$384K Hold
4,884
– – 0.12% 75
2021
Q3 		$381K Sell
4,884
-703
-13% -$56.2K 0.14% 72
2021
Q2 		$441K Hold
5,587
– – 0.17% 66
2021
Q1 		$424K Sell
5,587
-1,221
-18% -$91.9K 0.19% 62
2020
Q4 		$497K Sell
6,808
-1,592
-19% -$109K 0.26% 46
2020
Q3 		$535K Hold
8,400
– – 0.35% 36
2020
Q2 		$511K Hold
8,400
– – 0.36% 39
2020
Q1 		$449K Sell
8,400
-8,455
-50% -$537K 0.4% 38
2019
Q4 		$1.17M Sell
16,855
-3,593
-18% -$243K 0.72% 28
2019
Q3 		$1.33M Sell
20,448
-510
-2% -$32.9K 0.88% 24
2019
Q2 		$1.38M Buy
20,958
+10
+0% +$654 0.94% 23
2019
Q1 		$1.36M Sell
20,948
-459
-2% -$28.9K 0.96% 23
2018
Q4 		$1.26M Buy
+21,407
New +$1.34M 0.97% 22

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Howard Financial Services's EFA Position: Q2 2024 in Review

Howard Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 2,633 shares — an estimated $210K sold.

Howard Financial Services first reported a position in EFA in Q4 2018 and held it in 22 quarters. The position peaked at $1.38M in Q2 2019. 1,849 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • Howard Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Howard Financial Services sold 2,633 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $210K.
  • Howard Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 22 quarters.
  • Howard Financial Services's iShares MSCI EAFE ETF position peaked at $1.38M in Q2 2019.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Howard Financial Services's 13F filing for Q2 2024, filed 12 Jul 2024.