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

Kingfisher 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
2024 Q3	$1.16M	Hold	13,881	–	–	0.27%	88
2024 Q2	$1.09M	Hold	13,881	–	–	0.25%	89
2024 Q1	$1.11M	Hold	13,881	–	–	0.27%	87
2023 Q4	$1.05M	Hold	13,881	–	–	0.27%	89
2023 Q3	$957K	Hold	13,881	–	–	0.26%	91
2023 Q2	$1.01M	Buy	+13,881	New	+$1.01M	0.26%	93

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

Kingfisher Capital's EFA Position: Q3 2024 in Review

Kingfisher Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 13,881 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #88.

Kingfisher Capital first reported a position in EFA in Q2 2023 and has held it in 6 quarters since. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Kingfisher Capital held 13,881 shares of iShares MSCI EAFE ETF worth $1.16M as of Q3 2024.
Kingfisher Capital left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
iShares MSCI EAFE ETF made up 0.27% of Kingfisher Capital's portfolio in Q3 2024, its #88 holding.
Kingfisher Capital first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 6 quarters since.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.