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Sage Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Sage Investment Advisers’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
2022
Q4 		– Sell
-26,338
Closed -$1.48M – 67
2022
Q3 		$1.48M Buy
26,338
+4,273
+19% +$266K 2.33% 15
2022
Q2 		$1.38M Buy
22,065
+3,826
+21% +$260K 2.16% 15
2022
Q1 		$1.34M Buy
18,239
+1,738
+11% +$130K 1.78% 19
2021
Q4 		$1.3M Buy
+16,501
New +$1.31M 1.67% 21

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sage Investment Advisers's EFA Position: Q4 2022 in Review

Sage Investment Advisers sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 26,338 shares — an estimated $1.48M sold.

Sage Investment Advisers first reported a position in EFA in Q4 2021 and held it in 4 quarters. The position peaked at $1.48M in Q3 2022. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Sage Investment Advisers reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Sage Investment Advisers sold 26,338 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $1.48M.
  • Sage Investment Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
  • Sage Investment Advisers's iShares MSCI EAFE ETF position peaked at $1.48M in Q3 2022.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Sage Investment Advisers's 13F filing for Q4 2022, filed 13 Feb 2023.