Van Leeuwen & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Van Leeuwen & Company’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	$5.03M	Buy	63,024 +869	+1%	+$66.5K	2.55%	10
2023 Q4	$4.68M	Sell	62,155 -70,646	-53%	-$4.99M	2.73%	8
2023 Q3	$9.15M	Sell	132,801 -504	-0.4%	-$36.1K	5.7%	1
2023 Q2	$9.65M	Sell	133,305 -6,034	-4%	-$438K	6.06%	1
2023 Q1	$9.97M	Buy	139,339 +48,216	+53%	+$3.37M	6.69%	1
2022 Q4	$5.98M	Buy	91,123 +35,553	+64%	+$2.23M	4.13%	5
2022 Q3	$3.11M	Buy	55,570 +607	+1%	+$37.8K	2.48%	17
2022 Q2	$3.44M	Buy	+54,963	New	+$3.74M	2.88%	13

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

Van Leeuwen & Company's EFA Position: Q1 2024 in Review

Van Leeuwen & Company increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q1 2024, buying an estimated $66.5K and bringing the position to 63,024 shares worth $5.03M. The position accounts for 2.55% of the portfolio, ranked #10.

Van Leeuwen & Company first reported a position in EFA in Q2 2022 and has held it in 8 quarters since. The position peaked at $9.97M in Q1 2023. 1,850 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Van Leeuwen & Company held 63,024 shares of iShares MSCI EAFE ETF worth $5.03M as of Q1 2024.
Van Leeuwen & Company bought 869 iShares MSCI EAFE ETF shares in Q1 2024, an estimated $66.5K.
iShares MSCI EAFE ETF made up 2.55% of Van Leeuwen & Company's portfolio in Q1 2024, its #10 holding.
Van Leeuwen & Company first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 8 quarters since.
Van Leeuwen & Company's iShares MSCI EAFE ETF position peaked at $9.97M in Q1 2023.
1,850 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.