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SBK Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

SBK Financial’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 		$417K Sell
6,355
-3,175
-33% -$199K 0.66% 49
2022
Q3 		$534K Hold
9,530
– – 0.82% 41
2022
Q2 		$596K Sell
9,530
-99
-1% -$6.74K 0.78% 38
2022
Q1 		$709K Sell
9,629
-5,766
-37% -$431K 0.71% 37
2021
Q4 		$1.21M Buy
+15,395
New +$1.22M 0.97% 20

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SBK Financial's EFA Position: Q4 2022 in Review

SBK Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 33% in Q4 2022, selling an estimated $199K and leaving 6,355 shares worth $417K. The position accounts for 0.66% of the portfolio, ranked #49.

SBK Financial first reported a position in EFA in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2021. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • SBK Financial held 6,355 shares of iShares MSCI EAFE ETF worth $417K as of Q4 2022.
  • SBK Financial sold 3,175 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $199K.
  • iShares MSCI EAFE ETF made up 0.66% of SBK Financial's portfolio in Q4 2022, its #49 holding.
  • SBK Financial first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares MSCI EAFE ETF position peaked at $1.21M in Q4 2021.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.