SpiderRock Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SpiderRock Advisors’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 Q3	$7.98M	Buy	95,400 +42,300	+80%	+$3.4M	0.13%	127
2024 Q2	$4.16M	Buy	53,100 +1,900	+4%	+$151K	0.08%	170
2024 Q1	$4.04M	Buy	+51,200	New	+$3.92M	0.1%	159
2023 Q4	–	Hold	0	–	–	–	30
2023 Q3	–	Hold	0	–	–	–	19
2023 Q2	–	Hold	0	–	–	–	13
2023 Q1	–	Hold	0	–	–	–	22
2022 Q4	–	Hold	0	–	–	–	20
2022 Q3	–	Hold	0	–	–	–	29
2022 Q2	–	Hold	0	–	–	–	25
2022 Q1	–	Hold	0	–	–	–	28
2021 Q4	–	Hold	0	–	–	–	29
2021 Q3	–	Hold	0	–	–	–	27
2021 Q2	–	Hold	0	–	–	–	23
2021 Q1	–	Hold	0	–	–	–	18
2020 Q4	–	Hold	0	–	–	–	13
2020 Q3	–	Hold	0	–	–	–	11
2020 Q2	–	Hold	0	–	–	–	22
2019 Q4	–	Hold	0	–	-$57K	–	126
2019 Q3	–	Hold	0	–	–	–	25
2019 Q2	–	Hold	0	–	–	–	13
2019 Q1	–	Hold	0	–	–	–	5
2017 Q2	–	Hold	0	–	-$1K	–	953
2017 Q1	–	Hold	0	–	–	–	1198

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

SpiderRock Advisors's EFA Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q3 2024, buying an estimated $134K and bringing the position to 115,243 shares worth $9.64M. The position accounts for 0.15% of the portfolio, ranked #106.

SpiderRock Advisors first reported a position in EFA in Q1 2024 and has held it in 3 quarters since. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

SpiderRock Advisors held 115,243 shares of iShares MSCI EAFE ETF worth $9.64M as of Q3 2024.
SpiderRock Advisors bought 1,665 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $134K.
iShares MSCI EAFE ETF made up 0.15% of SpiderRock Advisors's portfolio in Q3 2024, its #106 holding.
SpiderRock Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 3 quarters since.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.