Kathryn A. Hall’s iShares MSCI EAFE ETF EFA Stock Holding History

Kathryn A. Hall’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 Q4	–	Sell	-104,630	Closed	-$8.75M	–	23
2024 Q3	$8.75M	Hold	104,630	–	–	1.83%	9
2024 Q2	$8.2M	Hold	104,630	–	–	1.89%	10
2024 Q1	$8.36M	Hold	104,630	–	–	1.93%	10
2023 Q4	$7.88M	Hold	104,630	–	–	2.22%	8
2023 Q3	$7.21M	Hold	104,630	–	–	2.45%	13
2023 Q2	$7.59M	Hold	104,630	–	–	2.47%	13
2023 Q1	$7.48M	Buy	+104,630	New	+$7.32M	2.19%	13
2020 Q2	–	Sell	-39,300	Closed	-$2.1M	–	41
2020 Q1	$2.1M	Hold	39,300	–	–	1.75%	14
2019 Q4	$2.73M	Hold	39,300	–	–	1.69%	10
2019 Q3	$2.56M	Hold	39,300	–	–	2.08%	10
2019 Q2	$2.58M	Hold	39,300	–	–	2.06%	9
2019 Q1	$2.55M	Buy	+39,300	New	+$2.48M	1.72%	9

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Kathryn A. Hall's EFA Position: Q4 2024 in Review

Kathryn A. Hall sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 104,630 shares — an estimated $8.75M sold.

Kathryn A. Hall first reported a position in EFA in Q1 2019 and held it in 12 quarters. The position peaked at $8.75M in Q3 2024. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Kathryn A. Hall reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 104,630 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $8.75M.
Kathryn A. Hall first reported a position in iShares MSCI EAFE ETF in Q1 2019 and held it in 12 quarters.
Kathryn A. Hall's iShares MSCI EAFE ETF position peaked at $8.75M in Q3 2024.
1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.