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Sollinda Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sollinda Capital 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
2024
Q1 		– Sell
-9,043
Closed -$681K – 65
2023
Q4 		$681K Buy
+9,043
New +$639K 0.19% 29

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sollinda Capital Management's EFA Position: Q1 2024 in Review

Sollinda Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2024, closing a stake of 9,043 shares — an estimated $681K sold.

Sollinda Capital Management first reported a position in EFA in Q4 2023 and held it in 1 quarter. The position peaked at $681K in Q4 2023. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

  • Sollinda Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Sollinda Capital Management sold 9,043 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $681K.
  • Sollinda Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Sollinda Capital Management's iShares MSCI EAFE ETF position peaked at $681K in Q4 2023.
  • 1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Sollinda Capital Management's 13F filing for Q1 2024, filed 22 Apr 2024.