Acorn Financial Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Acorn Financial Advisory Services’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	-3,169	Closed	-$218K	–	248
2023 Q3	$218K	Sell	3,169 -2	-0.1%	-$143	0.04%	226
2023 Q2	$230K	Hold	3,171	–	–	0.04%	226
2023 Q1	$227K	Buy	3,171 +71	+2%	+$4.97K	0.04%	207
2022 Q4	$203K	Buy	+3,100	New	+$194K	0.04%	209

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

Acorn Financial Advisory Services's EFA Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 3,169 shares — an estimated $218K sold.

Acorn Financial Advisory Services first reported a position in EFA in Q4 2022 and held it in 4 quarters. The position peaked at $230K in Q2 2023. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Acorn Financial Advisory Services reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 3,169 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $218K.
Acorn Financial Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
Acorn Financial Advisory Services's iShares MSCI EAFE ETF position peaked at $230K in Q2 2023.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.