Baron Silver Stevens Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Baron Silver Stevens Financial Advisors’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
2022 Q4	–	Sell	-435	Closed	-$201	–	109
2022 Q3	$201	Buy	+435	New	+$27.1K	0.05%	88
2021 Q1	–	Sell	-663	Closed	-$48K	–	165
2020 Q4	$48K	Buy	+663	New	+$45.3K	0.02%	140

Other funds holding EFA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Baron Silver Stevens Financial Advisors's EFA Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 435 shares — an estimated $201 sold.

Baron Silver Stevens Financial Advisors first reported a position in EFA in Q4 2020 and held it in 2 quarters. The position peaked at $48K in Q4 2020. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 435 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $201.
Baron Silver Stevens Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's iShares MSCI EAFE ETF position peaked at $48K in Q4 2020.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.