Inscription Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Inscription Capital’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
2021 Q3	–	Sell	-3,370	Closed	-$266K	–	258
2021 Q2	$266K	Buy	+3,370	New	+$268K	0.03%	272
2019 Q2	–	Sell	-1,949	Closed	-$126K	–	140
2019 Q1	$126K	Sell	1,949 -2,164	-53%	-$136K	0.07%	150
2018 Q4	$242K	Buy	+4,113	New	+$257K	0.13%	114

Other funds holding EFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Inscription Capital's EFA Position: Q3 2021 in Review

Inscription Capital sold out of iShares MSCI EAFE ETF (EFA) in Q3 2021, closing a stake of 3,370 shares — an estimated $266K sold.

Inscription Capital first reported a position in EFA in Q4 2018 and held it in 3 quarters. The position peaked at $266K in Q2 2021. 1,597 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

Inscription Capital reported no remaining iShares MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
Inscription Capital sold 3,370 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $266K.
Inscription Capital first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 3 quarters.
Inscription Capital's iShares MSCI EAFE ETF position peaked at $266K in Q2 2021.
1,597 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.