Safeguard Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Safeguard Financial’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	–	Sell	-969	Closed	-$70K	–	203
2023 Q2	$70K	Buy	+969	New	+$70.4K	0.03%	124

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

Safeguard Financial's EFA Position: Q3 2023 in Review

Safeguard Financial sold out of iShares MSCI EAFE ETF (EFA) in Q3 2023, closing a stake of 969 shares — an estimated $70K sold.

Safeguard Financial first reported a position in EFA in Q2 2023 and held it in 1 quarter. The position peaked at $70K in Q2 2023. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Safeguard Financial reported no remaining iShares MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 969 iShares MSCI EAFE ETF shares in Q3 2023, an estimated $70K.
Safeguard Financial first reported a position in iShares MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
Safeguard Financial's iShares MSCI EAFE ETF position peaked at $70K in Q2 2023.
1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.