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Mitchell Sinkler & Starr’s iShares MSCI EAFE ETF EFA Stock Holding History

Mitchell Sinkler & Starr’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
Q4 		– Sell
-280
Closed -$23.4K – 193
2024
Q3 		$23.4K Hold
280
– – 0.01% 185
2024
Q2 		$22.4K Buy
+280
New +$22.2K 0.01% 180
2024
Q1 		– Sell
-1,555
Closed -$117K – 195
2023
Q4 		$117K Buy
+1,555
New +$110K 0.02% 178
2014
Q1 		– Sell
-3,215
Closed -$216K – 91
2013
Q4 		$216K Hold
3,215
– – 0.24% 78
2013
Q3 		$205K Sell
3,215
-11,350
-78% -$695K 0.23% 80
2013
Q2 		$834K Buy
+14,565
New +$881K 0.18% 92

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mitchell Sinkler & Starr's EFA Position: Q4 2024 in Review

Mitchell Sinkler & Starr sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 280 shares — an estimated $23.4K sold.

Mitchell Sinkler & Starr first reported a position in EFA in Q2 2013 and held it in 6 quarters. The position peaked at $834K in Q2 2013. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 280 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $23.4K.
  • Mitchell Sinkler & Starr first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 6 quarters.
  • Mitchell Sinkler & Starr's iShares MSCI EAFE ETF position peaked at $834K in Q2 2013.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q4 2024, filed 12 Feb 2025.