Madden Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

Madden Securities’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 Q1	–	Sell	-596	Closed	-$39.1K	–	173
2022 Q4	$39.1K	Buy	+596	New	+$37.3K	0.02%	216
2022 Q2	–	Sell	-3,330	Closed	-$245K	–	114
2022 Q1	$245K	Sell	3,330 -500	-13%	-$37.4K	0.11%	100
2021 Q4	$301K	Sell	3,830 -500	-12%	-$39.6K	0.14%	90
2021 Q3	$338K	Hold	4,330	–	–	0.18%	84
2021 Q2	$342K	Hold	4,330	–	–	0.18%	106
2021 Q1	$329K	Sell	4,330 -1,018	-19%	-$76.7K	0.19%	105
2020 Q4	$390K	Sell	5,348 -196	-4%	-$13.4K	0.25%	94
2020 Q3	$353K	Hold	5,544	–	–	0.26%	85
2020 Q2	$337K	Buy	+5,544	New	+$321K	0.3%	76
2019 Q4	$408K	Buy	+5,885	New	+$397K	0.41%	69

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Madden Securities's EFA Position: Q1 2023 in Review

Madden Securities sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 596 shares — an estimated $39.1K sold.

Madden Securities first reported a position in EFA in Q4 2019 and held it in 10 quarters. The position peaked at $408K in Q4 2019. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Madden Securities reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 596 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $39.1K.
Madden Securities first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
Madden Securities's iShares MSCI EAFE ETF position peaked at $408K in Q4 2019.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.