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Sandy Spring Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Sandy Spring Bank’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 		$6.72M Sell
82,187
-1,923
-2% -$155K 0.28% 76
2024
Q4 		$6.36M Buy
84,110
+9,772
+13% +$774K 0.26% 81
2024
Q3 		$6.22M Buy
74,338
+2,744
+4% +$221K 0.26% 80
2024
Q2 		$5.61M Buy
71,594
+20
+0% +$1.58K 0.25% 84
2024
Q1 		$5.72M Sell
71,574
-4,250
-6% -$325K 0.26% 84
2023
Q4 		$5.71M Buy
75,824
+11,870
+19% +$839K 0.28% 80
2023
Q3 		$4.41M Buy
63,954
+907
+1% +$65K 0.25% 101
2023
Q2 		$4.57M Buy
63,047
+2,432
+4% +$177K 0.24% 97
2023
Q1 		$4.34M Sell
60,615
-1,707
-3% -$119K 0.25% 95
2022
Q4 		$4.09M Sell
62,322
-2,978
-5% -$187K 0.24% 100
2022
Q3 		$3.66M Buy
65,300
+469
+0.7% +$29.2K 0.23% 109
2022
Q2 		$4.05M Buy
64,831
+4,160
+7% +$283K 0.24% 106
2022
Q1 		$4.46M Sell
60,671
-5,343
-8% -$400K 0.23% 104
2021
Q4 		$5.19M Buy
66,014
+6,523
+11% +$517K 0.25% 96
2021
Q3 		$4.64M Buy
59,491
+1,186
+2% +$94.9K 0.25% 101
2021
Q2 		$4.6M Sell
58,305
-1,030
-2% -$81.8K 0.24% 100
2021
Q1 		$4.5M Sell
59,335
-1,229
-2% -$92.5K 0.26% 96
2020
Q4 		$4.42M Sell
60,564
-1,131
-2% -$77.3K 0.27% 94
2020
Q3 		$3.93M Buy
61,695
+2,301
+4% +$147K 0.27% 95
2020
Q2 		$3.62M Buy
59,394
+3,068
+5% +$177K 0.27% 94
2020
Q1 		$3.01M Buy
56,326
+6,384
+13% +$405K 0.27% 95
2019
Q4 		$3.47M Sell
49,942
-400
-0.8% -$27K 0.25% 99
2019
Q3 		$3.28M Buy
50,342
+3,546
+8% +$229K 0.26% 94
2019
Q2 		$3.08M Buy
46,796
+2,560
+6% +$168K 0.25% 102
2019
Q1 		$2.87M Sell
44,236
-10,668
-19% -$672K 0.24% 102
2018
Q4 		$3.23M Buy
54,904
+20,987
+62% +$1.31M 0.31% 85
2018
Q3 		$2.31M Sell
33,917
-140
-0.4% -$9.45K 0.19% 135
2018
Q2 		$2.28M Sell
34,057
-860
-2% -$60.3K 0.2% 130
2018
Q1 		$2.43M Buy
34,917
+866
+3% +$61.7K 0.22% 125
2017
Q4 		$2.39M Sell
34,051
-401
-1% -$27.9K 0.22% 125
2017
Q3 		$2.36M Sell
34,452
-475
-1% -$31.8K 0.23% 121
2017
Q2 		$2.28M Buy
34,927
+250
+0.7% +$16.2K 0.22% 125
2017
Q1 		$2.16M Sell
34,677
-1,105
-3% -$66.8K 0.21% 130
2016
Q4 		$2.07M Sell
35,782
-1,548
-4% -$89.3K 0.21% 129
2016
Q3 		$2.21M Buy
37,330
+28,761
+336% +$1.67M 0.24% 116
2016
Q2 		$478K Sell
8,569
-1,544
-15% -$88.8K 0.05% 218
2016
Q1 		$578K Buy
10,113
+1,928
+24% +$106K 0.07% 205
2015
Q4 		$481K Sell
8,185
-856
-9% -$51.6K 0.06% 217
2015
Q3 		$518K Buy
9,041
+227
+3% +$14K 0.06% 211
2015
Q2 		$560K Buy
8,814
+785
+10% +$52.3K 0.06% 208
2015
Q1 		$515K Buy
8,029
+1,362
+20% +$85.7K 0.06% 210
2014
Q4 		$405K Sell
6,667
-454
-6% -$28.3K 0.05% 218
2014
Q3 		$457K Buy
7,121
+714
+11% +$47.6K 0.06% 219
2014
Q2 		$438K Buy
6,407
+4,234
+195% +$290K 0.05% 223
2014
Q1 		$146K Buy
2,173
+329
+18% +$21.7K 0.02% 280
2013
Q4 		$124K Buy
+1,844
New +$120K 0.02% 296

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

Sandy Spring Bank's EFA Position: Q1 2025 in Review

Sandy Spring Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q1 2025, selling an estimated $155K and leaving 82,187 shares worth $6.72M. The position accounts for 0.28% of the portfolio, ranked #76.

Sandy Spring Bank first reported a position in EFA in Q4 2013 and has held it in 46 quarters since. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Sandy Spring Bank held 82,187 shares of iShares MSCI EAFE ETF worth $6.72M as of Q1 2025.
  • Sandy Spring Bank sold 1,923 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $155K.
  • iShares MSCI EAFE ETF made up 0.28% of Sandy Spring Bank's portfolio in Q1 2025, its #76 holding.
  • Sandy Spring Bank first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 46 quarters since.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.