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Sanctuary Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$5.29K Hold
70
– – ﹤0.01% 191
2024
Q3 		$5.85K Hold
70
– – ﹤0.01% 195
2024
Q2 		$5.48K Hold
70
– – ﹤0.01% 177
2024
Q1 		$5.59K Hold
70
– – ﹤0.01% 171
2023
Q4 		$5.28K Hold
70
– – 0.01% 175
2023
Q3 		$4.82K Hold
70
– – 0.01% 163
2023
Q2 		$5.08K Buy
+70
New +$5.08K 0.01% 167
2022
Q4 		$4.59K Buy
+70
New +$4.38K 0.01% 162

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sanctuary Wealth Management's EFA Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2024 at 70 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Sanctuary Wealth Management first reported a position in EFA in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.85K in Q3 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Sanctuary Wealth Management held 70 shares of iShares MSCI EAFE ETF worth $5.29K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #191 holding.
  • Sanctuary Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's iShares MSCI EAFE ETF position peaked at $5.85K in Q3 2024.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.