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

Sowa 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
2024
Q4 		– Sell
-21,663
Closed -$1.81M – 31
2024
Q3 		$1.81M Sell
21,663
-1,456
-6% -$117K 1.15% 19
2024
Q2 		$1.81M Sell
23,119
-4,474
-16% -$354K 1.37% 17
2024
Q1 		$2.08M Hold
27,593
– – 1.7% 15
2023
Q4 		$2.08M Sell
27,593
-1,170
-4% -$82.7K 1.7% 15
2023
Q3 		$1.98M Sell
28,763
-1,449
-5% -$104K 1.49% 18
2023
Q2 		$2.19M Sell
30,212
-9
-0% -$654 1.5% 17
2023
Q1 		$2.16M Sell
30,221
-210
-0.7% -$14.7K 1.55% 17
2022
Q4 		$2M Sell
30,431
-5
-0% -$313 1.49% 19
2022
Q3 		$1.71M Sell
30,436
-641
-2% -$40K 1.35% 19
2022
Q2 		$1.94M Sell
31,077
-12
-0% -$817 1.48% 18
2022
Q1 		$2.29M Sell
31,089
-270
-0.9% -$20.2K 1.37% 20
2021
Q4 		$2.47M Sell
31,359
-138
-0.4% -$10.9K 1.44% 21
2021
Q3 		$2.46M Sell
31,497
-35
-0.1% -$2.8K 1.59% 19
2021
Q2 		$2.49M Sell
31,532
-1,057
-3% -$84K 1.84% 18
2021
Q1 		$2.47M Sell
32,589
-52
-0.2% -$3.92K 1.74% 15
2020
Q4 		$2.38M Sell
32,641
-1,583
-5% -$108K 1.6% 16
2020
Q3 		$2.18M Buy
34,224
+41
+0.1% +$2.62K 1.56% 18
2020
Q2 		$2.08M Sell
34,183
-86
-0.3% -$4.97K 1.57% 17
2020
Q1 		$1.83M Sell
34,269
-1,684
-5% -$107K 1.61% 17
2019
Q4 		$2.5M Buy
+35,953
New +$2.43M 2.03% 17

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sowa Financial Group's EFA Position: Q4 2024 in Review

Sowa Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 21,663 shares — an estimated $1.81M sold.

Sowa Financial Group first reported a position in EFA in Q4 2019 and held it in 20 quarters. The position peaked at $2.5M in Q4 2019. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Sowa Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Sowa Financial Group sold 21,663 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $1.81M.
  • Sowa Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 20 quarters.
  • Sowa Financial Group's iShares MSCI EAFE ETF position peaked at $2.5M in Q4 2019.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Sowa Financial Group's 13F filing for Q4 2024, filed 16 Jan 2025.