McCollum Christoferson Group’s iShares MSCI EAFE ETF EFA Stock Holding History

McCollum Christoferson 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	-6,100	Closed	-$478K	–	72
2024 Q2	$478K	Hold	6,100	–	–	0.14%	48
2024 Q1	$487K	Hold	6,100	–	–	0.14%	45
2023 Q4	$460K	Hold	6,100	–	–	0.14%	44
2023 Q3	$420K	Hold	6,100	–	–	0.13%	49
2023 Q2	$442K	Hold	6,100	–	–	0.13%	49
2023 Q1	$436K	Hold	6,100	–	–	0.13%	48
2022 Q4	$400K	Sell	6,100 -625	-9%	-$39.2K	0.13%	49
2022 Q3	$377K	Hold	6,725	–	–	0.13%	48
2022 Q2	$420K	Hold	6,725	–	–	0.13%	49
2022 Q1	$495K	Buy	6,725 +625	+10%	+$46.7K	0.12%	52
2021 Q4	$480K	Hold	6,100	–	–	0.11%	56
2021 Q3	$476K	Sell	6,100 -1,660	-21%	-$133K	0.11%	54
2021 Q2	$612K	Hold	7,760	–	–	0.15%	50
2021 Q1	$589K	Hold	7,760	–	–	0.15%	50
2020 Q4	$566K	Hold	7,760	–	–	0.14%	49
2020 Q3	$494K	Hold	7,760	–	–	0.14%	53
2020 Q2	$472K	Sell	7,760 -482	-6%	-$27.9K	0.15%	53
2020 Q1	$441K	Hold	8,242	–	–	0.18%	54
2019 Q4	$572K	Hold	8,242	–	–	0.19%	54
2019 Q3	$537K	Hold	8,242	–	–	0.19%	54
2019 Q2	$542K	Sell	8,242 -3,000	-27%	-$196K	0.19%	54
2019 Q1	$729K	Buy	11,242 +3,000	+36%	+$189K	0.27%	53
2018 Q4	$484K	Hold	8,242	–	–	0.2%	55
2018 Q3	$560K	Hold	8,242	–	–	0.21%	57
2018 Q2	$552K	Hold	8,242	–	–	0.22%	56
2018 Q1	$574K	Hold	8,242	–	–	0.24%	57
2017 Q4	$579K	Buy	+8,242	New	+$573K	0.24%	56

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

McCollum Christoferson Group's EFA Position: Q3 2024 in Review

McCollum Christoferson Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 6,100 shares — an estimated $478K sold.

McCollum Christoferson Group first reported a position in EFA in Q4 2017 and held it in 27 quarters. The position peaked at $729K in Q1 2019. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

McCollum Christoferson Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
McCollum Christoferson Group sold 6,100 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $478K.
McCollum Christoferson Group first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 27 quarters.
McCollum Christoferson Group's iShares MSCI EAFE ETF position peaked at $729K in Q1 2019.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on McCollum Christoferson Group's 13F filing for Q3 2024, filed 16 Oct 2024.