SFG
IEFA icon

SevenBridge Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SevenBridge Financial Group’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,659
Closed -$324K – 148
2022
Q1 		$324K Sell
4,659
-22,844
-83% -$1.62M 0.11% 121
2021
Q4 		$2.05M Sell
27,503
-4,055
-13% -$305K 0.62% 43
2021
Q3 		$2.34M Buy
31,558
+1,568
+5% +$119K 0.78% 37
2021
Q2 		$2.25M Buy
29,990
+3,283
+12% +$248K 0.73% 40
2021
Q1 		$1.92M Buy
26,707
+2,282
+9% +$163K 0.7% 44
2020
Q4 		$1.69M Buy
24,425
+187
+0.8% +$12.1K 0.66% 45
2020
Q3 		$1.46M Buy
24,238
+3,183
+15% +$192K 0.67% 46
2020
Q2 		$1.2M Sell
21,055
-1,568
-7% -$85K 0.6% 50
2020
Q1 		$1.13M Sell
22,623
-1,878
-8% -$112K 0.65% 50
2019
Q4 		$1.6M Buy
24,501
+3,965
+19% +$251K 0.42% 53
2019
Q3 		$1.25M Buy
20,536
+3,455
+20% +$209K 0.66% 49
2019
Q2 		$1.05M Buy
+17,081
New +$1.05M 0.38% 61

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SevenBridge Financial Group's IEFA Position: Q2 2022 in Review

SevenBridge Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 4,659 shares — an estimated $324K sold.

SevenBridge Financial Group first reported a position in IEFA in Q2 2019 and held it in 12 quarters. The position peaked at $2.34M in Q3 2021. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • SevenBridge Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,659 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $324K.
  • SevenBridge Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 12 quarters.
  • SevenBridge Financial Group's iShares Core MSCI EAFE ETF position peaked at $2.34M in Q3 2021.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on SevenBridge Financial Group's 13F filing for Q2 2022, filed 12 Jul 2022.