Sigma Planning Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Sigma Planning Corp’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
2026 Q1	$894K	Sell	9,200 -4	-0%	-$400	0.02%	612
2025 Q4	$884K	Buy	9,204 +146	+2%	+$13.8K	0.02%	580
2025 Q3	$846K	Buy	9,058 +222	+3%	+$20.2K	0.02%	593
2025 Q2	$790K	Buy	8,836 +296	+3%	+$25.3K	0.02%	585
2025 Q1	$698K	Buy	8,540 +822	+11%	+$66.3K	0.02%	606
2024 Q4	$584K	Sell	7,718 -4,549	-37%	-$360K	0.02%	678
2024 Q3	$1.03M	Sell	12,267 -9,265	-43%	-$745K	0.03%	488
2024 Q2	$1.69M	Buy	21,532 +7,180	+50%	+$569K	0.05%	337
2024 Q1	$1.15M	Buy	14,352 +3,289	+30%	+$252K	0.04%	461
2023 Q4	$834K	Sell	11,063 -8,441	-43%	-$597K	0.07%	306
2023 Q3	$1.34M	Sell	19,504 -52,521	-73%	-$3.76M	0.05%	365
2023 Q2	$5.22M	Buy	72,025 +34,827	+94%	+$2.53M	0.19%	107
2023 Q1	$2.66M	Sell	37,198 -74,019	-67%	-$5.18M	0.09%	239
2022 Q4	$7.3M	Buy	111,217 +1,734	+2%	+$109K	0.26%	85
2022 Q3	$6.13M	Sell	109,483 -1,550	-1%	-$96.6K	0.23%	89
2022 Q2	$6.94M	Sell	111,033 -3,034	-3%	-$206K	0.24%	82
2022 Q1	$8.39M	Buy	114,067 +7,610	+7%	+$569K	0.25%	76
2021 Q4	$8.38M	Buy	106,457 +6,785	+7%	+$537K	0.23%	82
2021 Q3	$7.78M	Buy	99,672 +3,759	+4%	+$301K	0.23%	87
2021 Q2	$7.57M	Buy	95,913 +8,606	+10%	+$684K	0.23%	92
2021 Q1	$6.62M	Buy	87,307 +62,892	+258%	+$4.74M	0.21%	109
2020 Q4	$1.78M	Buy	24,415 +1,867	+8%	+$128K	0.06%	297
2020 Q3	$1.44M	Sell	22,548 -8,499	-27%	-$544K	0.06%	314
2020 Q2	$1.89M	Sell	31,047 -6,241	-17%	-$361K	0.08%	249
2020 Q1	$1.99M	Sell	37,288 -8,755	-19%	-$556K	0.12%	176
2019 Q4	$3.2M	Buy	46,043 +16,902	+58%	+$1.14M	0.13%	163
2019 Q3	$1.9M	Sell	29,141 -1,746	-6%	-$113K	0.09%	238
2019 Q2	$2.03M	Sell	30,887 -1,093	-3%	-$71.5K	0.1%	206
2019 Q1	$2.07M	Sell	31,980 -2,614	-8%	-$165K	0.12%	195
2018 Q4	$2.03M	Sell	34,594 -1,579	-4%	-$98.6K	0.15%	154
2018 Q3	$2.46M	Sell	36,173 -1,862	-5%	-$126K	0.14%	151
2018 Q2	$2.55M	Buy	38,035 +1,111	+3%	+$77.9K	0.17%	137
2018 Q1	$2.57M	Sell	36,924 -14,233	-28%	-$1.01M	0.19%	128
2017 Q4	$3.6M	Sell	51,157 -5,373	-10%	-$374K	0.28%	81
2017 Q3	$3.87M	Buy	56,530 +6,193	+12%	+$414K	0.32%	63
2017 Q2	$3.28M	Buy	50,337 +16,576	+49%	+$1.07M	0.31%	70
2017 Q1	$2.1M	Buy	33,761 +5,160	+18%	+$312K	0.2%	126
2016 Q4	$1.65M	Buy	28,601 +1,726	+6%	+$99.5K	0.18%	135
2016 Q3	$1.59M	Sell	26,875 -7,374	-22%	-$427K	0.19%	129
2016 Q2	$1.91M	Buy	34,249 +6,779	+25%	+$390K	0.25%	91
2016 Q1	$1.57M	Buy	27,470 +1,348	+5%	+$74.3K	0.21%	108
2015 Q4	$1.53M	Buy	26,122 +784	+3%	+$47.2K	0.21%	108
2015 Q3	$1.45M	Sell	25,338 -14,656	-37%	-$905K	0.23%	102
2015 Q2	$2.54M	Buy	39,994 +10,860	+37%	+$723K	0.35%	68
2015 Q1	$1.87M	Buy	29,134 +286	+1%	+$18K	0.25%	94
2014 Q4	$1.75M	Buy	+28,848	New	+$1.8M	0.23%	109

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's EFA Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares MSCI EAFE ETF (EFA) stake by 0.04% in Q1 2026, selling an estimated $400 and leaving 9,200 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #612.

Sigma Planning Corp first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.39M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Sigma Planning Corp held 9,200 shares of iShares MSCI EAFE ETF worth $894K as of Q1 2026.
Sigma Planning Corp sold 4 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $400.
iShares MSCI EAFE ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #612 holding.
Sigma Planning Corp first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's iShares MSCI EAFE ETF position peaked at $8.39M in Q1 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.