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

Level Four Financial’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
2021 Q3	$350K	Hold	4,485	–	–	0.15%	171
2021 Q2	$354K	Sell	4,485 -819	-15%	-$65.1K	0.15%	191
2021 Q1	$402K	Sell	5,304 -474	-8%	-$35.7K	0.19%	157
2020 Q4	$422K	Buy	+5,778	New	+$395K	0.18%	151

Other funds holding EFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Level Four Financial's EFA Position: Q3 2021 in Review

Level Four Financial held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2021 at 4,485 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #171.

Level Four Financial first reported a position in EFA in Q4 2020 and has held it in 4 quarters since. The position peaked at $422K in Q4 2020. 1,598 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

Level Four Financial held 4,485 shares of iShares MSCI EAFE ETF worth $350K as of Q3 2021.
Level Four Financial left its iShares MSCI EAFE ETF share count unchanged in Q3 2021.
iShares MSCI EAFE ETF made up 0.15% of Level Four Financial's portfolio in Q3 2021, its #171 holding.
Level Four Financial first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares MSCI EAFE ETF position peaked at $422K in Q4 2020.
1,598 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.