Rinkey Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Rinkey Investments’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 Q1	–	Sell	-45,478	Closed	-$3.43M	–	73
2023 Q4	$3.43M	Sell	45,478 -3,540	-7%	-$250K	1.35%	17
2023 Q3	$3.38M	Buy	49,018 +5,401	+12%	+$387K	1.55%	14
2023 Q2	$3.17M	Buy	43,617 +636	+1%	+$46.2K	1.45%	16
2023 Q1	$3.07M	Buy	42,981 +1,609	+4%	+$113K	1.61%	14
2022 Q4	$2.72M	Buy	+41,372	New	+$2.59M	1.63%	15

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rinkey Investments's EFA Position: Q1 2024 in Review

Rinkey Investments sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 45,478 shares — an estimated $3.43M sold.

Rinkey Investments first reported a position in EFA in Q4 2022 and held it in 5 quarters. The position peaked at $3.43M in Q4 2023. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Rinkey Investments reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Rinkey Investments sold 45,478 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $3.43M.
Rinkey Investments first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 5 quarters.
Rinkey Investments's iShares MSCI EAFE ETF position peaked at $3.43M in Q4 2023.
1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Rinkey Investments's 13F filing for Q1 2024, filed 2 May 2024.