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

Objective 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
2024 Q4	–	Sell	-6,060	Closed	-$507K	–	144
2024 Q3	$507K	Buy	+6,060	New	+$488K	0.3%	69
2024 Q1	$540K	Sell	6,762 -1,381	-17%	-$106K	0.36%	61
2023 Q4	$614K	Sell	8,143 -1,369	-14%	-$96.8K	0.47%	49
2023 Q3	$656K	Hold	9,512	–	–	0.58%	42
2023 Q2	$690K	Hold	9,512	–	–	0.6%	41
2023 Q1	$680K	Hold	9,512	–	–	0.62%	40
2022 Q4	$624K	Buy	9,512 +448	+5%	+$28.1K	0.62%	43
2022 Q3	$508K	Sell	9,064 -875	-9%	-$54.5K	0.54%	49
2022 Q2	$621K	Buy	9,939 +1,627	+20%	+$111K	0.63%	41
2022 Q1	$612K	Sell	8,312 -19	-0.2%	-$1.42K	0.47%	50
2021 Q4	$655K	Buy	+8,331	New	+$660K	0.46%	45

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Objective Capital Management's EFA Position: Q4 2024 in Review

Objective Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 6,060 shares — an estimated $507K sold.

Objective Capital Management first reported a position in EFA in Q4 2021 and held it in 11 quarters. The position peaked at $690K in Q2 2023. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Objective Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Objective Capital Management sold 6,060 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $507K.
Objective Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 11 quarters.
Objective Capital Management's iShares MSCI EAFE ETF position peaked at $690K in Q2 2023.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.