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 $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

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