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SAF
Smith Anglin Financial’s
iShares MSCI EAFE ETF
EFA
Stock Holding History
Smith Anglin Financial’s Portfolio
EFA Stock Details
EFA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$2.39M
Buy
26,791
+204
+0.8%
+$17.4K
0.22%
44
2025
Q1
$2.17M
Hold
26,587
–
–
0.23%
44
2024
Q4
$2.01M
Sell
26,587
-351
-1%
-$27.8K
0.19%
49
2024
Q3
$2.25M
Hold
26,938
–
–
0.22%
42
2024
Q2
$2.11M
Sell
26,938
-199
-0.7%
-$15.8K
0.21%
40
2024
Q1
$2.17M
Buy
27,137
+60
+0.2%
+$4.59K
0.22%
40
2023
Q4
$2.04M
Sell
27,077
-688
-2%
-$48.6K
0.23%
41
2023
Q3
$1.91M
Sell
27,765
-1,485
-5%
-$106K
0.23%
49
2023
Q2
$2.12M
Sell
29,250
-2,475
-8%
-$180K
0.26%
45
2023
Q1
$2.27M
Sell
31,725
-2,731
-8%
-$191K
0.34%
38
2022
Q4
$2.26M
Buy
34,456
+68
+0.2%
+$4.26K
0.43%
30
2022
Q3
$1.93M
Sell
34,388
-247
-0.7%
-$15.4K
0.41%
31
2022
Q2
$2.16M
Sell
34,635
-5,646
-14%
-$384K
0.63%
25
2022
Q1
$2.96M
Buy
40,281
+84
+0.2%
+$6.28K
0.69%
25
2021
Q4
$3.16M
Buy
40,197
+701
+2%
+$55.5K
0.54%
36
2021
Q3
$3.08M
Hold
39,496
–
–
0.6%
38
2021
Q2
$3.12M
Sell
39,496
-465
-1%
-$36.9K
0.6%
36
2021
Q1
$3.03M
Buy
39,961
+1,000
+3%
+$75.3K
0.66%
34
2020
Q4
$2.84M
Buy
+38,961
New
+$2.66M
0.51%
35
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
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee, Wisconsin
$6.6B AUM
19.75%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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