Lokken Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Lokken Investment Group’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 Q3	–	Sell	-3,978	Closed	-$312K	–	158
2024 Q2	$312K	Buy	+3,978	New	+$315K	0.15%	104

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lokken Investment Group's EFA Position: Q3 2024 in Review

Lokken Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,978 shares — an estimated $312K sold.

Lokken Investment Group first reported a position in EFA in Q2 2024 and held it in 1 quarter. The position peaked at $312K in Q2 2024. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Lokken Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Lokken Investment Group sold 3,978 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $312K.
Lokken Investment Group first reported a position in iShares MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
Lokken Investment Group's iShares MSCI EAFE ETF position peaked at $312K in Q2 2024.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Lokken Investment Group's 13F filing for Q3 2024, filed 12 Nov 2024.