SAM
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Simplify Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Simplify Asset 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
-1,189,400
Closed -$82M – 125
2023
Q3 		$82M Sell
1,189,400
-5,700
-0.5% -$408K 9.37% 3
2023
Q2 		$86.6M Buy
1,195,100
+1,051,800
+734% +$76.4M 11.41% 2
2023
Q1 		$10.2M Buy
+143,300
New +$10M 1.47% 11
2022
Q3 		– Sell
-128,600
Closed -$8.04M – 78
2022
Q2 		$8.04M Sell
128,600
-2,052,200
-94% -$140M 0.31% 13
2022
Q1 		$161M Buy
+2,180,800
New +$163M 5.14% 4

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return