Slocum, Gordon & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Slocum, Gordon & Co’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	-500	Closed	-$37.7K	–	132
2023 Q4	$37.7K	Buy	+500	New	+$35.3K	0.03%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Slocum, Gordon & Co's EFA Position: Q1 2024 in Review

Slocum, Gordon & Co sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 500 shares — an estimated $37.7K sold.

Slocum, Gordon & Co first reported a position in EFA in Q4 2023 and held it in 1 quarter. The position peaked at $37.7K in Q4 2023. 1,849 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Slocum, Gordon & Co reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Slocum, Gordon & Co sold 500 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $37.7K.
Slocum, Gordon & Co first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
Slocum, Gordon & Co's iShares MSCI EAFE ETF position peaked at $37.7K in Q4 2023.
1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Slocum, Gordon & Co's 13F filing for Q1 2024, filed 2 May 2024.