Sarah T. Connolly’s iShares MSCI EAFE ETF EFA Stock Holding History

Sarah T. Connolly’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	-8,166	Closed	-$563K	–	30
2023 Q3	$563K	Hold	8,166	–	–	0.37%	63
2023 Q2	$592K	Hold	8,166	–	–	0.36%	65
2023 Q1	$584K	Sell	8,166 -860	-10%	-$60.2K	0.37%	65
2022 Q4	$592K	Buy	9,026 +860	+11%	+$53.9K	0.4%	67
2022 Q3	$457K	Sell	8,166 -5,610	-41%	-$350K	0.34%	73
2022 Q2	$861K	Buy	13,776 +110	+0.8%	+$7.49K	0.59%	59
2022 Q1	$1.01M	Hold	13,666	–	–	0.59%	56
2021 Q4	$1.07M	Sell	13,666 -860	-6%	-$68.1K	0.6%	57
2021 Q3	$1.13M	Hold	14,526	–	–	0.93%	41
2021 Q2	$1.15M	Hold	14,526	–	–	0.93%	43
2021 Q1	$1.1M	Hold	14,526	–	–	0.98%	41
2020 Q4	$1.06M	Buy	+14,526	New	+$993K	0.97%	41

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

Sarah T. Connolly's EFA Position: Q4 2023 in Review

Sarah T. Connolly sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 8,166 shares — an estimated $563K sold.

Sarah T. Connolly first reported a position in EFA in Q4 2020 and held it in 12 quarters. The position peaked at $1.15M in Q2 2021. 1,863 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Sarah T. Connolly reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 8,166 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $563K.
Sarah T. Connolly first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's iShares MSCI EAFE ETF position peaked at $1.15M in Q2 2021.
1,863 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.