SNS Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

SNS Financial Group’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 Q2	–	Sell	-900	Closed	-$66K	–	209
2022 Q1	$66K	Sell	900 -200	-18%	-$15K	0.01%	214
2021 Q4	$87K	Hold	1,100	–	–	0.01%	223
2021 Q3	$86K	Hold	1,100	–	–	0.01%	209
2021 Q2	$87K	Buy	+1,100	New	+$87.4K	0.01%	208
2020 Q2	–	Sell	-44,700	Closed	-$2.39M	–	206
2020 Q1	$2.39M	Buy	+44,700	New	+$2.84M	0.46%	43

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

SNS Financial Group's EFA Position: Q1 2026 in Review

SNS Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q1 2026, selling an estimated $422K and leaving 126,156 shares worth $12.3M. The position accounts for 1.06% of the portfolio, ranked #21.

SNS Financial Group first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.4M in Q2 2015. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

SNS Financial Group held 126,156 shares of iShares MSCI EAFE ETF worth $12.3M as of Q1 2026.
SNS Financial Group sold 4,221 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $422K.
iShares MSCI EAFE ETF made up 1.06% of SNS Financial Group's portfolio in Q1 2026, its #21 holding.
SNS Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
SNS Financial Group's iShares MSCI EAFE ETF position peaked at $17.4M in Q2 2015.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.