Team Hewins’s iShares MSCI EAFE ETF EFA Stock Holding History

Team Hewins’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	-508,962	Closed	-$35.1M	–	31
2023 Q3	$35.1M	Buy	+508,962	New	+$36.5M	8.06%	5

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Team Hewins's EFA Position: Q4 2023 in Review

Team Hewins sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 508,962 shares — an estimated $35.1M sold.

Team Hewins first reported a position in EFA in Q3 2023 and held it in 1 quarter. The position peaked at $35.1M in Q3 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Team Hewins reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Team Hewins sold 508,962 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $35.1M.
Team Hewins first reported a position in iShares MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
Team Hewins's iShares MSCI EAFE ETF position peaked at $35.1M in Q3 2023.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Team Hewins's 13F filing for Q4 2023, filed 9 Feb 2024.