Level Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-664	Closed	-$50K	–	131
2023 Q4	$50K	Sell	664 -30	-4%	-$2.12K	0.02%	113
2023 Q3	$47.8K	Sell	694 -202	-23%	-$14.5K	0.03%	111
2023 Q2	$64.9K	Buy	+896	New	+$65.1K	0.04%	96
2023 Q1	–	Sell	-168	Closed	-$11K	–	267
2022 Q4	$11K	Hold	168	–	–	0.01%	160
2022 Q3	$9K	Hold	168	–	–	0.01%	175
2022 Q2	$10K	Hold	168	–	–	0.01%	186
2022 Q1	$12K	Hold	168	–	–	0.01%	147
2021 Q4	$13K	Buy	+168	New	+$13.3K	0.01%	160

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Level Financial Advisors's EFA Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 664 shares — an estimated $50K sold.

Level Financial Advisors first reported a position in EFA in Q4 2021 and held it in 8 quarters. The position peaked at $64.9K in Q2 2023. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Level Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 664 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $50K.
Level Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
Level Financial Advisors's iShares MSCI EAFE ETF position peaked at $64.9K in Q2 2023.
1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.