Michael Gelband’s iShares MSCI EAFE ETF EFA Stock Holding History

Michael Gelband’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
2022 Q3	–	Sell	-121,121	Closed	-$7.57M	–	1980
2022 Q2	$7.57M	Buy	121,121 +121,100	+576,667%	+$8.24M	0.09%	267
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	2125
2021 Q4	$2K	Sell	21 -50,100	-100%	-$3.97M	﹤0.01%	2108
2021 Q3	$3.91M	Sell	50,121 -1,000	-2%	-$80K	0.05%	482
2021 Q2	$4.03M	Sell	51,121 -22,022	-30%	-$1.75M	0.04%	432
2021 Q1	$5.55M	Buy	+73,143	New	+$5.51M	0.08%	239
2020 Q4	–	Sell	-60,000	Closed	-$3.82M	–	2054
2020 Q3	$3.82M	Sell	60,000 -158,878	-73%	-$10.2M	0.08%	228
2020 Q2	$13.3M	Buy	+218,878	New	+$12.7M	0.35%	40
2020 Q1	–	Sell	-46,700	Closed	-$3.24M	–	1209
2019 Q4	$3.24M	Sell	46,700 -15,979	-25%	-$1.08M	0.06%	232
2019 Q3	$4.09M	Buy	+62,679	New	+$4.04M	0.14%	133

Other funds holding EFA

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Michael Gelband's EFA Position: Q3 2022 in Review

Michael Gelband sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 121,121 shares — an estimated $7.57M sold.

Michael Gelband first reported a position in EFA in Q3 2019 and held it in 10 quarters. The position peaked at $13.3M in Q2 2020. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Michael Gelband reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Michael Gelband sold 121,121 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $7.57M.
Michael Gelband first reported a position in iShares MSCI EAFE ETF in Q3 2019 and held it in 10 quarters.
Michael Gelband's iShares MSCI EAFE ETF position peaked at $13.3M in Q2 2020.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on ExodusPoint Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.