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

Vigilant 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
2023 Q2	–	Sell	-500	Closed	-$36K	–	462
2023 Q1	$36K	Buy	+500	New	+$35K	﹤0.01%	299
2022 Q3	–	Sell	-3,066	Closed	-$192K	–	587
2022 Q2	$192K	Sell	3,066 -4,735	-61%	-$322K	0.02%	156
2022 Q1	$574K	Sell	7,801 -97	-1%	-$7.25K	0.04%	91
2021 Q4	$621K	Buy	7,898 +7,801	+8,042%	+$618K	0.04%	92
2021 Q3	$8K	Hold	97	–	–	﹤0.01%	539
2021 Q2	$8K	Buy	+97	New	+$7.71K	﹤0.01%	371
2020 Q4	–	Sell	-349	Closed	-$22K	–	341
2020 Q3	$22K	Buy	+349	New	+$22.3K	﹤0.01%	275
2020 Q2	–	Sell	-972	Closed	-$52K	–	325
2020 Q1	$52K	Buy	+972	New	+$61.7K	0.01%	196
2018 Q4	–	Sell	-3,126	Closed	-$213K	–	455
2018 Q3	$213K	Buy	3,126 +1,565	+100%	+$106K	0.03%	131
2018 Q2	$105K	Sell	1,561 -2,005	-56%	-$141K	0.02%	184
2018 Q1	$248K	Hold	3,566	–	–	0.04%	117
2017 Q4	$251K	Hold	3,566	–	–	0.03%	117
2017 Q3	$244K	Hold	3,566	–	–	0.04%	99
2017 Q2	$233K	Hold	3,566	–	–	0.04%	99
2017 Q1	$222K	Hold	3,566	–	–	0.04%	98
2016 Q4	$206K	Sell	3,566 -2,500	-41%	-$144K	0.04%	108
2016 Q3	$359K	Buy	6,066 +2,500	+70%	+$145K	0.06%	92
2016 Q2	$199K	Buy	+3,566	New	+$205K	0.04%	107
2015 Q3	–	Sell	-1,105	Closed	-$70K	–	280
2015 Q2	$70K	Buy	+1,105	New	+$73.6K	0.01%	160
2014 Q4	–	Sell	-205	Closed	-$13K	–	310
2014 Q3	$13K	Sell	205 -800	-80%	-$53.4K	﹤0.01%	239
2014 Q2	$69K	Hold	1,005	–	–	0.02%	130
2014 Q1	$68K	Buy	1,005 +205	+26%	+$13.5K	0.02%	138
2013 Q4	$54K	Buy	+800	New	+$52.3K	0.01%	144

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vigilant Capital Management's EFA Position: Q2 2023 in Review

Vigilant Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 500 shares — an estimated $36K sold.

Vigilant Capital Management first reported a position in EFA in Q4 2013 and held it in 23 quarters. The position peaked at $621K in Q4 2021. 1,778 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

Vigilant Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Vigilant Capital Management sold 500 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $36K.
Vigilant Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 23 quarters.
Vigilant Capital Management's iShares MSCI EAFE ETF position peaked at $621K in Q4 2021.
1,778 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.