Sensible Financial Planning & Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sensible Financial Planning & Management’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
2024 Q4	–	Sell	-6,224	Closed	-$521K	–	34
2024 Q3	$521K	Buy	+6,224	New	+$501K	0.1%	37
2022 Q4	–	Sell	-6,329	Closed	-$354K	–	35
2022 Q3	$354K	Hold	6,329	–	–	0.09%	36
2022 Q2	$395K	Buy	6,329 +105	+2%	+$7.15K	0.1%	40
2022 Q1	$458K	Hold	6,224	–	–	0.12%	33
2021 Q4	$490K	Buy	6,224 +284	+5%	+$22.5K	0.14%	34
2021 Q3	$463K	Hold	5,940	–	–	0.15%	34
2021 Q2	$469K	Hold	5,940	–	–	0.16%	35
2021 Q1	$451K	Hold	5,940	–	–	0.17%	35
2020 Q4	$433K	Hold	5,940	–	–	0.16%	35
2020 Q3	$378K	Hold	5,940	–	–	0.15%	31
2020 Q2	$362K	Hold	5,940	–	–	0.16%	31
2020 Q1	$318K	Hold	5,940	–	–	0.15%	30
2019 Q4	$412K	Sell	5,940 -280	-5%	-$18.9K	0.17%	30
2019 Q3	$406K	Hold	6,220	–	–	0.18%	28
2019 Q2	$409K	Buy	6,220 +2,284	+58%	+$149K	0.18%	27
2019 Q1	$255K	Hold	3,936	–	–	0.12%	29
2018 Q4	$231K	Hold	3,936	–	–	0.11%	29
2018 Q3	$268K	Hold	3,936	–	–	0.12%	26
2018 Q2	$264K	Hold	3,936	–	–	0.13%	26
2018 Q1	$274K	Hold	3,936	–	–	0.13%	26
2017 Q4	$277K	Buy	+3,936	New	+$274K	0.14%	27
2016 Q4	–	Sell	-597	Closed	-$35K	–	38
2016 Q3	$35K	Hold	597	–	–	0.02%	41
2016 Q2	$33K	Sell	597 -57	-9%	-$3.28K	0.02%	43
2016 Q1	$37K	Sell	654 -38	-5%	-$2.09K	0.03%	41
2015 Q4	$41K	Hold	692	–	–	0.03%	43
2015 Q3	$40K	Buy	692 +95	+16%	+$5.87K	0.03%	44
2015 Q2	$38K	Buy	+597	New	+$39.8K	0.03%	42
2015 Q1	–	Sell	-3,746	Closed	-$228K	–	36
2014 Q4	$228K	Hold	3,746	–	–	0.23%	31
2014 Q3	$241K	Buy	+3,746	New	+$250K	0.21%	28

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Sensible Financial Planning & Management's EFA Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 6,224 shares — an estimated $521K sold.

Sensible Financial Planning & Management first reported a position in EFA in Q3 2014 and held it in 29 quarters. The position peaked at $521K in Q3 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Sensible Financial Planning & Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 6,224 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $521K.
Sensible Financial Planning & Management first reported a position in iShares MSCI EAFE ETF in Q3 2014 and held it in 29 quarters.
Sensible Financial Planning & Management's iShares MSCI EAFE ETF position peaked at $521K in Q3 2024.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.