Mendota Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Mendota Financial 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 Q1	–	Sell	-1,750	Closed	-$132K	–	343
2023 Q4	$132K	Buy	+1,750	New	+$124K	0.1%	118

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mendota Financial Group's EFA Position: Q1 2024 in Review

Mendota Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 1,750 shares — an estimated $132K sold.

Mendota Financial Group first reported a position in EFA in Q4 2023 and held it in 1 quarter. The position peaked at $132K in Q4 2023. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Mendota Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Mendota Financial Group sold 1,750 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $132K.
Mendota Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
Mendota Financial Group's iShares MSCI EAFE ETF position peaked at $132K in Q4 2023.
1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.