Sentinel Pension Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sentinel Pension 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
2022 Q3	–	Sell	-11,001	Closed	-$687K	–	87
2022 Q2	$687K	Buy	+11,001	New	+$749K	0.23%	54
2020 Q4	–	Sell	-4,932	Closed	-$314K	–	82
2020 Q3	$314K	Buy	4,932 +549	+13%	+$35.1K	0.12%	65
2020 Q2	$267K	Sell	4,383 -4,389	-50%	-$254K	0.11%	64
2020 Q1	$469K	Buy	+8,772	New	+$557K	0.23%	52

Other funds holding EFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sentinel Pension Advisors's EFA Position: Q3 2022 in Review

Sentinel Pension Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 11,001 shares — an estimated $687K sold.

Sentinel Pension Advisors first reported a position in EFA in Q1 2020 and held it in 4 quarters. The position peaked at $687K in Q2 2022. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Sentinel Pension Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Sentinel Pension Advisors sold 11,001 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $687K.
Sentinel Pension Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2020 and held it in 4 quarters.
Sentinel Pension Advisors's iShares MSCI EAFE ETF position peaked at $687K in Q2 2022.
1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Sentinel Pension Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.