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	-$201K	–	109
2022 Q3	$201K	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 $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $201K 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 $201K in Q3 2022. 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 $201K.
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 $201K in Q3 2022.
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.