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Sargent Bickham Lagudis’s iShares MSCI EAFE ETF EFA Stock Holding History

Sargent Bickham Lagudis’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 		$2.63M Buy
40,027
+1,041
+3% +$65.2K 0.22% 93
2022
Q3 		$2.18M Sell
38,986
-5,210
-12% -$325K 0.2% 96
2022
Q2 		$2.76M Buy
44,196
+35
+0.1% +$2.38K 0.24% 97
2022
Q1 		$3.25M Sell
44,161
-719
-2% -$53.8K 0.25% 80
2021
Q4 		$3.53M Sell
44,880
-1,834
-4% -$145K 0.27% 81
2021
Q3 		$3.64M Sell
46,714
-681
-1% -$54.5K 0.3% 74
2021
Q2 		$3.74M Sell
47,395
-54
-0.1% -$4.29K 0.3% 70
2021
Q1 		$3.6M Buy
47,449
+996
+2% +$75K 0.32% 70
2020
Q4 		$3.39M Sell
46,453
-1,944
-4% -$133K 0.31% 68
2020
Q3 		$3.08M Sell
48,397
-6,581
-12% -$421K 0.31% 67
2020
Q2 		$3.35M Sell
54,978
-18,545
-25% -$1.07M 0.36% 63
2020
Q1 		$3.93M Sell
73,523
-34,297
-32% -$2.18M 0.51% 46
2019
Q4 		$7.49M Sell
107,820
-1,541
-1% -$104K 0.83% 21
2019
Q3 		$7.13M Sell
109,361
-25,738
-19% -$1.66M 0.86% 22
2019
Q2 		$8.88M Sell
135,099
-850
-0.6% -$55.6K 1.06% 19
2019
Q1 		$8.82M Sell
135,949
-11,331
-8% -$714K 1.02% 22
2018
Q4 		$8.66M Sell
147,280
-170,895
-54% -$10.7M 1.12% 18
2018
Q3 		$21.6M Sell
318,175
-8,893
-3% -$601K 2.56% 7
2018
Q2 		$21.9M Sell
327,068
-3,626
-1% -$254K 2.71% 7
2018
Q1 		$23M Sell
330,694
-8,990
-3% -$641K 2.87% 7
2017
Q4 		$23.9M Sell
339,684
-2,061
-0.6% -$143K 2.85% 7
2017
Q3 		$23.4M Buy
341,745
+31,745
+10% +$2.12M 2.91% 7
2017
Q2 		$20.2M Buy
310,000
+31,775
+11% +$2.06M 2.57% 7
2017
Q1 		$17.3M Buy
278,225
+14,514
+6% +$877K 2.24% 7
2016
Q4 		$15.2M Buy
263,711
+260,015
+7,035% +$15M 2.35% 6
2016
Q3 		$18.1K Sell
3,696
-319,611
-99% -$18.5M 2.73% 7
2016
Q2 		$18M Buy
323,307
+48,601
+18% +$2.8M 2.8% 7
2016
Q1 		$15.7M Buy
+274,706
New +$15.1M 2.53% 7

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

Sargent Bickham Lagudis's EFA Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q4 2022, buying an estimated $65.2K and bringing the position to 40,027 shares worth $2.63M. The position accounts for 0.22% of the portfolio, ranked #93.

Sargent Bickham Lagudis first reported a position in EFA in Q1 2016 and has held it in 28 quarters since. The position peaked at $23.9M in Q4 2017. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Sargent Bickham Lagudis held 40,027 shares of iShares MSCI EAFE ETF worth $2.63M as of Q4 2022.
  • Sargent Bickham Lagudis bought 1,041 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $65.2K.
  • iShares MSCI EAFE ETF made up 0.22% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #93 holding.
  • Sargent Bickham Lagudis first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares MSCI EAFE ETF position peaked at $23.9M in Q4 2017.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.