Barber Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Barber Financial Group’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 Q1	$3.05M	Buy	+42,614	New	+$2.98M	0.54%	24
2020 Q1	–	Sell	-5,866	Closed	-$407K	–	123
2019 Q4	$407K	Buy	+5,866	New	+$396K	0.08%	94
2018 Q1	–	Sell	-56,704	Closed	-$3.99M	–	131
2017 Q4	$3.99M	Sell	56,704 -2,669	-4%	-$186K	1.01%	27
2017 Q3	$4.07M	Buy	+59,373	New	+$3.97M	1.15%	26

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barber Financial Group's EFA Position: Q1 2023 in Review

Barber Financial Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2023: 42,614 shares worth $3.05M. The stake represents 0.54% of the portfolio and ranks #24 among its holdings. This is a return to the name: Barber Financial Group previously reported a position in EFA as recently as Q4 2019.

Barber Financial Group first reported a position in EFA in Q3 2017 and has held it in 4 quarters since. The position peaked at $4.07M in Q3 2017. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Barber Financial Group held 42,614 shares of iShares MSCI EAFE ETF worth $3.05M as of Q1 2023.
iShares MSCI EAFE ETF was a new Barber Financial Group position in Q1 2023.
iShares MSCI EAFE ETF made up 0.54% of Barber Financial Group's portfolio in Q1 2023, its #24 holding.
Barber Financial Group first reported a position in iShares MSCI EAFE ETF in Q3 2017 and has held it in 4 quarters since.
Barber Financial Group's iShares MSCI EAFE ETF position peaked at $4.07M in Q3 2017.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.