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

McMillion 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	$18.1K	Buy	+250	New	+$18.2K	0.02%	133
2022 Q4	–	Sell	-250	Closed	-$14K	–	107
2022 Q3	$14K	Hold	250	–	–	0.01%	142
2022 Q2	$16K	Buy	+250	New	+$17K	0.01%	151
2021 Q1	–	Sell	-250	Closed	-$18K	–	139
2020 Q4	$18K	Buy	+250	New	+$17.1K	0.01%	177
2020 Q2	–	Sell	-250	Closed	-$13K	–	125
2020 Q1	$13K	Hold	250	–	–	0.01%	158
2019 Q4	$17K	Hold	250	–	–	0.01%	165
2019 Q3	$16K	Hold	250	–	–	0.01%	164
2019 Q2	$16K	Buy	+250	New	+$16.4K	0.01%	168

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

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

McMillion Capital Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2023: 250 shares worth $18.1K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in EFA as recently as Q3 2022.

McMillion Capital Management first reported a position in EFA in Q2 2019 and has held it in 8 quarters since. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

McMillion Capital Management held 250 shares of iShares MSCI EAFE ETF worth $18.1K as of Q2 2023.
iShares MSCI EAFE ETF was a new McMillion Capital Management position in Q2 2023.
iShares MSCI EAFE ETF made up 0.02% of McMillion Capital Management's portfolio in Q2 2023, its #133 holding.
McMillion Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2019 and has held it in 8 quarters since.
1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.