Schechter Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Schechter Investment Advisors’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	$1.32M	Hold	16,092	–	–	0.11%	182
2024 Q4	$1.22M	Hold	16,092	–	–	0.09%	203
2024 Q3	$1.35M	Hold	16,092	–	–	0.1%	192
2024 Q2	$1.26M	Hold	16,092	–	–	0.1%	190
2024 Q1	$1.29M	Hold	16,092	–	–	0.1%	196
2023 Q4	$1.21M	Sell	16,092 -6,603	-29%	-$467K	0.11%	196
2023 Q3	$1.56M	Buy	22,695 +17,963	+380%	+$1.29M	0.15%	135
2023 Q2	$343K	Sell	4,732 -111	-2%	-$8.06K	0.03%	461
2023 Q1	$346K	Sell	4,843 -73	-1%	-$5.11K	0.03%	493
2022 Q4	$323K	Hold	4,916	–	–	0.03%	612
2022 Q3	$275K	Hold	4,916	–	–	0.03%	731
2022 Q2	$307K	Sell	4,916 -3,644	-43%	-$248K	0.03%	705
2022 Q1	$630K	Sell	8,560 -4,689	-35%	-$351K	0.06%	463
2021 Q4	$1.04M	Buy	+13,249	New	+$1.05M	0.09%	289

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's EFA Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2025 at 16,092 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #182.

Schechter Investment Advisors first reported a position in EFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.56M in Q3 2023. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Schechter Investment Advisors held 16,092 shares of iShares MSCI EAFE ETF worth $1.32M as of Q1 2025.
Schechter Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2025.
iShares MSCI EAFE ETF made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #182 holding.
Schechter Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.56M in Q3 2023.
1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.