QCM Cayman’s iShares MSCI EAFE ETF EFA Stock Holding History

QCM Cayman’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 Q2	–	Sell	-6,438	Closed	-$460K	–	66
2023 Q1	$460K	Buy	+6,438	New	+$450K	2.88%	6
2022 Q3	–	Sell	-8,037	Closed	-$502K	–	45
2022 Q2	$502K	Buy	+8,037	New	+$547K	8.68%	2
2021 Q4	–	Sell	-9,562	Closed	-$746K	–	86
2021 Q3	$746K	Sell	9,562 -1,565	-14%	-$125K	2.04%	7
2021 Q2	$878K	Buy	+11,127	New	+$884K	2.27%	4
2021 Q1	–	Sell	-3,400	Closed	-$248K	–	156
2020 Q4	$248K	Hold	3,400	–	–	0.26%	158
2020 Q3	$216K	Sell	3,400 -9,338	-73%	-$598K	0.38%	131
2020 Q2	$775K	Buy	+12,738	New	+$737K	1.77%	12
2014 Q3	–	Sell	-6,305	Closed	-$431K	–	224
2014 Q2	$431K	Buy	+6,305	New	+$432K	0.21%	86

Other funds holding EFA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QCM Cayman's EFA Position: Q2 2023 in Review

QCM Cayman sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 6,438 shares — an estimated $460K sold.

QCM Cayman first reported a position in EFA in Q2 2014 and held it in 8 quarters. The position peaked at $878K in Q2 2021. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

QCM Cayman reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
QCM Cayman sold 6,438 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $460K.
QCM Cayman first reported a position in iShares MSCI EAFE ETF in Q2 2014 and held it in 8 quarters.
QCM Cayman's iShares MSCI EAFE ETF position peaked at $878K in Q2 2021.
1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on QCM Cayman's 13F filing for Q2 2023, filed 25 Jul 2023.