Delta Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Delta Financial 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 Q1	–	Sell	-3,749	Closed	-$247K	–	189
2022 Q4	$247K	Buy	+3,749	New	+$235K	0.11%	138

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Delta Financial Group's EFA Position: Q1 2023 in Review

Delta Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 3,749 shares — an estimated $247K sold.

Delta Financial Group first reported a position in EFA in Q4 2022 and held it in 1 quarter. The position peaked at $247K in Q4 2022. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Delta Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Delta Financial Group sold 3,749 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $247K.
Delta Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
Delta Financial Group's iShares MSCI EAFE ETF position peaked at $247K in Q4 2022.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Delta Financial Group's 13F filing for Q1 2023, filed 25 Apr 2023.