Howard Hughes Medical Institute’s iShares MSCI EAFE ETF EFA Stock Holding History

Howard Hughes Medical Institute’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 Q2	–	Sell	-5,000	Closed	-$358K	–	4
2023 Q1	$358K	Hold	5,000	–	–	0.63%	4
2022 Q4	$328K	Hold	5,000	–	–	0.18%	18
2022 Q3	$280K	Hold	5,000	–	–	0.08%	39
2022 Q2	$312K	Hold	5,000	–	–	0.17%	18
2022 Q1	$368K	Hold	5,000	–	–	0.16%	19
2021 Q4	$393K	Hold	5,000	–	–	0.15%	21
2021 Q3	$390K	Hold	5,000	–	–	0.13%	22
2021 Q2	$394K	Hold	5,000	–	–	0.13%	21
2021 Q1	$379K	Sell	5,000 -399,000	-99%	-$30M	0.13%	21
2020 Q4	$29.5M	Buy	404,000 +170,000	+73%	+$11.6M	6.9%	4
2020 Q3	$14.9M	Buy	234,000 +225,000	+2,500%	+$14.4M	4.89%	4
2020 Q2	$548K	Sell	9,000 -1,155,000	-99%	-$66.8M	0.22%	21
2020 Q1	$62.2M	Buy	1,164,000 +1,145,000	+6,026%	+$72.7M	13.05%	2
2019 Q4	$1.32M	Hold	19,000	–	–	0.47%	24
2019 Q3	$1.24M	Sell	19,000 -10,000	-34%	-$644K	0.35%	24
2019 Q2	$1.91M	Sell	29,000 -1,075,000	-97%	-$70.4M	0.91%	23
2019 Q1	$71.6M	Buy	1,104,000 +980,000	+790%	+$61.7M	16.69%	3
2018 Q4	$7.29M	Hold	124,000	–	–	2.31%	8
2018 Q3	$8.43M	Sell	124,000 -725,000	-85%	-$49M	2.46%	7
2018 Q2	$56.9M	Sell	849,000 -436,000	-34%	-$30.6M	14.37%	2
2018 Q1	$89.5M	Hold	1,285,000	–	–	23.29%	1
2017 Q4	$90.3M	Buy	1,285,000 +535,000	+71%	+$37.2M	23.44%	1
2017 Q3	$51.4M	Buy	+750,000	New	+$50.1M	12.75%	3
2014 Q4	–	Sell	-5,000	Closed	-$321K	–	177
2014 Q3	$321K	Hold	5,000	–	–	0.07%	100
2014 Q2	$342K	Hold	5,000	–	–	0.06%	70
2014 Q1	$336K	Hold	5,000	–	–	0.05%	63
2013 Q4	$335K	Sell	5,000 -345,000	-99%	-$22.5M	0.05%	67
2013 Q3	$22.3M	Hold	350,000	–	–	3.42%	4
2013 Q2	$20.1M	Buy	+350,000	New	+$21.2M	6.6%	2

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howard Hughes Medical Institute's EFA Position: Q2 2023 in Review

Howard Hughes Medical Institute sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 5,000 shares — an estimated $358K sold.

Howard Hughes Medical Institute first reported a position in EFA in Q2 2013 and held it in 29 quarters. The position peaked at $90.3M in Q4 2017. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

Howard Hughes Medical Institute reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Howard Hughes Medical Institute sold 5,000 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $358K.
Howard Hughes Medical Institute first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 29 quarters.
Howard Hughes Medical Institute's iShares MSCI EAFE ETF position peaked at $90.3M in Q4 2017.
1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Howard Hughes Medical Institute's 13F filing for Q2 2023, filed 14 Aug 2023.