SigFig Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

SigFig Wealth 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 Q3	–	Sell	-2,757	Closed	-$209K	–	120
2024 Q2	$209K	Sell	2,757 -7,601	-73%	-$602K	0.01%	122
2024 Q1	$820K	Sell	10,358 -11,021	-52%	-$843K	0.03%	100
2023 Q4	$1.6M	Sell	21,379 -10,465	-33%	-$740K	0.06%	87
2023 Q3	$2.19M	Sell	31,844 -2,048	-6%	-$147K	0.09%	74
2023 Q2	$2.43M	Sell	33,892 -1,515	-4%	-$110K	0.09%	69
2023 Q1	$2.53M	Buy	+35,407	New	+$2.48M	0.14%	63

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

SigFig Wealth Management's EFA Position: Q3 2024 in Review

SigFig Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 2,757 shares — an estimated $209K sold.

SigFig Wealth Management first reported a position in EFA in Q1 2023 and held it in 6 quarters. The position peaked at $2.53M in Q1 2023. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

SigFig Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
SigFig Wealth Management sold 2,757 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $209K.
SigFig Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 6 quarters.
SigFig Wealth Management's iShares MSCI EAFE ETF position peaked at $2.53M in Q1 2023.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.