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Leo Brokerage’s iShares MSCI EAFE ETF EFA Stock Holding History

Leo Brokerage’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 		$493K Buy
6,795
+2,138
+46% +$155K 0.06% 184
2023
Q1 		$333K Buy
+4,657
New +$326K 0.05% 217
2022
Q2 		– Sell
-7,078
Closed -$521K – 199
2022
Q1 		$521K Buy
+7,078
New +$529K 0.08% 143

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Leo Brokerage's EFA Position: Q2 2023 in Review

Leo Brokerage increased its iShares MSCI EAFE ETF (EFA) stake by 46% in Q2 2023, buying an estimated $155K and bringing the position to 6,795 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #184.

Leo Brokerage first reported a position in EFA in Q1 2022 and has held it in 3 quarters since. The position peaked at $521K in Q1 2022. 1,780 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Leo Brokerage held 6,795 shares of iShares MSCI EAFE ETF worth $493K as of Q2 2023.
  • Leo Brokerage bought 2,138 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $155K.
  • iShares MSCI EAFE ETF made up 0.06% of Leo Brokerage's portfolio in Q2 2023, its #184 holding.
  • Leo Brokerage first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's iShares MSCI EAFE ETF position peaked at $521K in Q1 2022.
  • 1,780 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.