Briggs Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Briggs Advisory 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 Q3	$1.81M	Buy	26,307 +1,252	+5%	+$89.7K	1.04%	18
2023 Q2	$1.82M	Hold	25,055	–	–	1.01%	18
2023 Q1	$1.79M	Hold	25,055	–	–	1.06%	19
2022 Q4	$1.64M	Sell	25,055 -2,267	-8%	-$142K	1.05%	19
2022 Q3	$1.53M	Sell	27,322 -938	-3%	-$58.5K	1.15%	16
2022 Q2	$1.77M	Hold	28,260	–	–	1.29%	13
2022 Q1	$2.08M	Hold	28,260	–	–	1.38%	10
2021 Q4	$2.22M	Buy	+28,260	New	+$2.24M	1.52%	11

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Briggs Advisory Group's EFA Position: Q3 2023 in Review

Briggs Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 5% in Q3 2023, buying an estimated $89.7K and bringing the position to 26,307 shares worth $1.81M. The position accounts for 1.04% of the portfolio, ranked #18.

Briggs Advisory Group first reported a position in EFA in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2021. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Briggs Advisory Group held 26,307 shares of iShares MSCI EAFE ETF worth $1.81M as of Q3 2023.
Briggs Advisory Group bought 1,252 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $89.7K.
iShares MSCI EAFE ETF made up 1.04% of Briggs Advisory Group's portfolio in Q3 2023, its #18 holding.
Briggs Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares MSCI EAFE ETF position peaked at $2.22M in Q4 2021.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.