Bromfield Sneider Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$355K	Hold	4,444	–	–	0.22%	38
2023 Q4	$335K	Hold	4,444	–	–	0.23%	34
2023 Q3	$306K	Hold	4,444	–	–	0.23%	34
2023 Q2	$322K	Hold	4,444	–	–	0.26%	30
2023 Q1	$318K	Hold	4,444	–	–	0.27%	28
2022 Q4	$292K	Hold	4,444	–	–	0.27%	30
2022 Q3	$249K	Hold	4,444	–	–	0.29%	29
2022 Q2	$278K	Hold	4,444	–	–	0.34%	23
2022 Q1	$327K	Hold	4,444	–	–	0.34%	18
2021 Q4	$350K	Buy	+4,444	New	+$352K	0.36%	17

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's EFA Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2024 at 4,444 shares worth $355K. The position accounts for 0.22% of the portfolio, ranked #38.

Bromfield Sneider Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 10 quarters since. 1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Bromfield Sneider Wealth Advisors held 4,444 shares of iShares MSCI EAFE ETF worth $355K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2024.
iShares MSCI EAFE ETF made up 0.22% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #38 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.