Sanford Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Sanford Advisory Services’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	$236K	Buy	+3,588	New	+$225K	0.06%	115
2022 Q3	–	Sell	-3,588	Closed	-$224K	–	110
2022 Q2	$224K	Hold	3,588	–	–	0.06%	108
2022 Q1	$264K	Sell	3,588 -333	-8%	-$24.9K	0.07%	94
2021 Q4	$309K	Sell	3,921 -4,396	-53%	-$348K	0.07%	89
2021 Q3	$649K	Buy	8,317 +199	+2%	+$15.9K	0.16%	55
2021 Q2	$640K	Buy	8,118 +260	+3%	+$20.7K	0.16%	54
2021 Q1	$596K	Sell	7,858 -78	-1%	-$5.87K	0.17%	54
2020 Q4	$579K	Buy	+7,936	New	+$543K	0.19%	51

Other funds holding EFA

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sanford Advisory Services's EFA Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 3,588 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Sanford Advisory Services previously reported a position in EFA as recently as Q2 2022.

Sanford Advisory Services first reported a position in EFA in Q4 2020 and has held it in 8 quarters since. The position peaked at $649K in Q3 2021. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Sanford Advisory Services held 3,588 shares of iShares MSCI EAFE ETF worth $236K as of Q4 2022.
iShares MSCI EAFE ETF was a new Sanford Advisory Services position in Q4 2022.
iShares MSCI EAFE ETF made up 0.06% of Sanford Advisory Services's portfolio in Q4 2022, its #115 holding.
Sanford Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 8 quarters since.
Sanford Advisory Services's iShares MSCI EAFE ETF position peaked at $649K in Q3 2021.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.