RE Dickinson Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

RE Dickinson Investment Advisors’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	-280	Closed	-$19K	–	237
2023 Q3	$19K	Hold	280	–	–	0.01%	130
2023 Q2	$20K	Hold	280	–	–	0.01%	217
2023 Q1	$20K	Hold	280	–	–	0.01%	226
2022 Q4	$18K	Hold	280	–	–	0.01%	220
2022 Q3	$16K	Hold	280	–	–	0.01%	129
2022 Q2	$17	Hold	280	–	–	﹤0.01%	139
2022 Q1	$21K	Sell	280 -38	-12%	-$2.84K	0.01%	139
2021 Q4	$25K	Buy	+318	New	+$25.2K	0.02%	116

Other funds holding EFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

RE Dickinson Investment Advisors's EFA Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 280 shares — an estimated $19K sold.

RE Dickinson Investment Advisors first reported a position in EFA in Q4 2021 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 280 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $19K.
RE Dickinson Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
RE Dickinson Investment Advisors's iShares MSCI EAFE ETF position peaked at $25K in Q4 2021.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.