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Safeguard Investment Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Safeguard Investment Advisory 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
Q2 		– Sell
-3,035
Closed -$217K – 106
2023
Q1 		$217K Buy
+3,035
New +$212K 0.1% 91
2021
Q1 		– Sell
-1,451
Closed -$105K – 246
2020
Q4 		$105K Buy
+1,451
New +$99.2K 0.09% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Safeguard Investment Advisory Group's EFA Position: Q2 2023 in Review

Safeguard Investment Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 3,035 shares — an estimated $217K sold.

Safeguard Investment Advisory Group first reported a position in EFA in Q4 2020 and held it in 2 quarters. The position peaked at $217K in Q1 2023. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Safeguard Investment Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3,035 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $217K.
  • Safeguard Investment Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's iShares MSCI EAFE ETF position peaked at $217K in Q1 2023.
  • 1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2023, filed 1 Aug 2023.