Security National Bank of Sioux City Iowa’s iShares MSCI EAFE ETF EFA Stock Holding History

Security National Bank of Sioux City Iowa’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	$261K	Buy	+3,975	New	+$249K	0.2%	89
2016 Q1	–	Sell	-14,300	Closed	-$840K	–	71
2015 Q4	$840K	Buy	14,300 +1,637	+13%	+$98.6K	0.83%	58
2015 Q3	$726K	Hold	12,663	–	–	0.85%	60
2015 Q2	$804K	Hold	12,663	–	–	0.88%	60
2015 Q1	$813K	Sell	12,663 -600	-5%	-$37.8K	0.87%	60
2014 Q4	$807K	Buy	13,263 +3,145	+31%	+$196K	0.9%	54
2014 Q3	$649K	Hold	10,118	–	–	0.73%	60
2014 Q2	$692K	Hold	10,118	–	–	0.78%	60
2014 Q1	$680K	Hold	10,118	–	–	0.8%	60
2013 Q4	$679K	Hold	10,118	–	–	0.82%	61
2013 Q3	$646K	Sell	10,118 -494	-5%	-$30.3K	0.94%	57
2013 Q2	$608K	Buy	+10,612	New	+$642K	0.95%	57

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $1.81T AUM 41.13% 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 $202B AUM 37.79% 1-Year Est. Return

Security National Bank of Sioux City Iowa's EFA Position: Q4 2022 in Review

Security National Bank of Sioux City Iowa opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 3,975 shares worth $261K. The stake represents 0.2% of the portfolio and ranks #89 among its holdings. This is a return to the name: Security National Bank of Sioux City Iowa previously reported a position in EFA as recently as Q4 2015.

Security National Bank of Sioux City Iowa first reported a position in EFA in Q2 2013 and has held it in 12 quarters since. The position peaked at $840K in Q4 2015. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Security National Bank of Sioux City Iowa held 3,975 shares of iShares MSCI EAFE ETF worth $261K as of Q4 2022.
iShares MSCI EAFE ETF was a new Security National Bank of Sioux City Iowa position in Q4 2022.
iShares MSCI EAFE ETF made up 0.2% of Security National Bank of Sioux City Iowa's portfolio in Q4 2022, its #89 holding.
Security National Bank of Sioux City Iowa first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 12 quarters since.
Security National Bank of Sioux City Iowa's iShares MSCI EAFE ETF position peaked at $840K in Q4 2015.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2022, filed 16 Feb 2023.