Linker Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Linker Capital Management’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	$434K	Sell	5,983 -2,608	-30%	-$189K	0.44%	32
2023 Q1	$614K	Hold	8,591	–	–	0.67%	25
2022 Q4	$564K	Hold	8,591	–	–	0.65%	28
2022 Q3	$481K	Hold	8,591	–	–	0.6%	29
2022 Q2	$537K	Hold	8,591	–	–	0.67%	26
2022 Q1	$632K	Hold	8,591	–	–	0.63%	27
2021 Q4	$676K	Buy	+8,591	New	+$680K	0.65%	28

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Linker Capital Management's EFA Position: Q2 2023 in Review

Linker Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 30% in Q2 2023, selling an estimated $189K and leaving 5,983 shares worth $434K. The position accounts for 0.44% of the portfolio, ranked #32.

Linker Capital Management first reported a position in EFA in Q4 2021 and has held it in 7 quarters since. The position peaked at $676K in Q4 2021. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

Linker Capital Management held 5,983 shares of iShares MSCI EAFE ETF worth $434K as of Q2 2023.
Linker Capital Management sold 2,608 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $189K.
iShares MSCI EAFE ETF made up 0.44% of Linker Capital Management's portfolio in Q2 2023, its #32 holding.
Linker Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's iShares MSCI EAFE ETF position peaked at $676K in Q4 2021.
1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.