Leelyn Smith’s iShares MSCI EAFE ETF EFA Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-73	Closed	-$4.79K	–	191
2022 Q4	$4.79K	Hold	73	–	–	﹤0.01%	370
2022 Q3	$4K	Buy	+73	New	+$4.55K	﹤0.01%	379
2022 Q2	–	Sell	-200	Closed	-$15K	–	394
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	259
2021 Q4	$16K	Hold	200	–	–	﹤0.01%	258
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	248
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	246
2021 Q1	$15K	Buy	+200	New	+$15.1K	﹤0.01%	261

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

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

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

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

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

Leelyn Smith's EFA Position: Q1 2023 in Review

Leelyn Smith sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 73 shares — an estimated $4.79K sold.

Leelyn Smith first reported a position in EFA in Q1 2021 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Leelyn Smith reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 73 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $4.79K.
Leelyn Smith first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 7 quarters.
Leelyn Smith's iShares MSCI EAFE ETF position peaked at $16K in Q4 2021.
1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.