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McDaniel Terry & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

McDaniel Terry & Co’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
Q2 		– Sell
-12,574
Closed -$1M – 96
2024
Q1 		$1M Buy
+12,574
New +$962K 0.09% 53
2022
Q1 		– Sell
-15,337
Closed -$1.21M – 101
2021
Q4 		$1.21M Buy
+15,337
New +$1.21M 0.12% 44

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McDaniel Terry & Co's EFA Position: Q2 2024 in Review

McDaniel Terry & Co sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 12,574 shares — an estimated $1M sold.

McDaniel Terry & Co first reported a position in EFA in Q4 2021 and held it in 2 quarters. The position peaked at $1.21M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • McDaniel Terry & Co reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • McDaniel Terry & Co sold 12,574 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $1M.
  • McDaniel Terry & Co first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • McDaniel Terry & Co's iShares MSCI EAFE ETF position peaked at $1.21M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.