TBH Global Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

TBH Global 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 Q3	–	Sell	-4,628	Closed	-$336K	–	228
2023 Q2	$336K	Hold	4,628	–	–	0.07%	185
2023 Q1	$331K	Sell	4,628 -375	-7%	-$26.2K	0.07%	172
2022 Q4	$328K	Buy	+5,003	New	+$313K	0.08%	143

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TBH Global Asset Management's EFA Position: Q3 2023 in Review

TBH Global Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 4,628 shares — an estimated $336K sold.

TBH Global Asset Management first reported a position in EFA in Q4 2022 and held it in 3 quarters. The position peaked at $336K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

TBH Global Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
TBH Global Asset Management sold 4,628 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $336K.
TBH Global Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 3 quarters.
TBH Global Asset Management's iShares MSCI EAFE ETF position peaked at $336K in Q2 2023.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on TBH Global Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.