Sheets Smith Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sheets Smith Investment 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
2022 Q4	$484K	Buy	+6,825	New	+$428K	0.53%	26

Other funds holding EFA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $1.56T AUM 27.86% 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 $173B AUM 20.72% 1-Year Est. Return

Sheets Smith Investment Management's EFA Position: Q4 2022 in Review

Sheets Smith Investment Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 6,825 shares worth $484K. The stake represents 0.53% of the portfolio and ranks #26 among its holdings.

1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Sheets Smith Investment Management held 6,825 shares of iShares MSCI EAFE ETF worth $484K as of Q4 2022.
iShares MSCI EAFE ETF was a new Sheets Smith Investment Management position in Q4 2022.
iShares MSCI EAFE ETF made up 0.53% of Sheets Smith Investment Management's portfolio in Q4 2022, its #26 holding.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Sheets Smith Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.