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Pacific Global Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Pacific Global Investment 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
Q4 		– Sell
-2,962
Closed -$204K – 217
2023
Q3 		$204K Hold
2,962
– – 0.04% 198
2023
Q2 		$215K Hold
2,962
– – 0.04% 199
2023
Q1 		$212K Buy
+2,962
New +$207K 0.05% 207

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pacific Global Investment Management's EFA Position: Q4 2023 in Review

Pacific Global Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 2,962 shares — an estimated $204K sold.

Pacific Global Investment Management first reported a position in EFA in Q1 2023 and held it in 3 quarters. The position peaked at $215K in Q2 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

  • Pacific Global Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Pacific Global Investment Management sold 2,962 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $204K.
  • Pacific Global Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 3 quarters.
  • Pacific Global Investment Management's iShares MSCI EAFE ETF position peaked at $215K in Q2 2023.
  • 1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Pacific Global Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.