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

Newbridge Financial Services 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
2025
Q1 		– Sell
-35
Closed -$2.65K – 1074
2024
Q4 		$2.65K Buy
+35
New +$2.77K ﹤0.01% 937
2024
Q3 		– Sell
-35
Closed -$2.7K – 770
2024
Q2 		$2.7K Sell
35
-147
-81% -$11.6K ﹤0.01% 923
2024
Q1 		$14.5K Sell
182
-266
-59% -$20.3K 0.01% 682
2023
Q4 		$33.7K Sell
448
-83
-16% -$5.87K 0.02% 483
2023
Q3 		$36.6K Sell
531
-273
-34% -$19.6K 0.02% 495
2023
Q2 		$58.3K Buy
804
+9
+1% +$654 0.03% 420
2023
Q1 		$56.8K Sell
795
-63
-7% -$4.41K 0.03% 433
2022
Q4 		$56.3K Sell
858
-7
-0.8% -$439 0.03% 431
2022
Q3 		$48K Buy
865
+453
+110% +$28.2K 0.03% 462
2022
Q2 		$26K Buy
412
+351
+575% +$23.9K 0.02% 575
2022
Q1 		$4K Buy
61
+32
+110% +$2.39K ﹤0.01% 1134
2021
Q4 		$2K Sell
29
-7
-19% -$554 ﹤0.01% 1230
2021
Q3 		$3K Buy
+36
New +$2.88K ﹤0.01% 1105

Other funds holding EFA

BlackRock
BlackRock New York $5.72T 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newbridge Financial Services Group's EFA Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 35 shares — an estimated $2.65K sold.

Newbridge Financial Services Group first reported a position in EFA in Q3 2021 and held it in 13 quarters. The position peaked at $58.3K in Q2 2023. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 35 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $2.65K.
  • Newbridge Financial Services Group first reported a position in iShares MSCI EAFE ETF in Q3 2021 and held it in 13 quarters.
  • Newbridge Financial Services Group's iShares MSCI EAFE ETF position peaked at $58.3K in Q2 2023.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.