Stegner Investment Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Stegner Investment Associates’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 Q4	–	Sell	-17,864	Closed	-$1.02M	–	24
2022 Q3	$1.02M	Sell	17,864 -2,849	-14%	-$178K	0.98%	12
2022 Q2	$1.29M	Sell	20,713 -19,303	-48%	-$1.31M	1.24%	10
2022 Q1	$2.94M	Sell	40,016 -18,430	-32%	-$1.38M	2.32%	8
2021 Q4	$4.6M	Sell	58,446 -567	-1%	-$44.9K	3.27%	6
2021 Q3	$4.6M	Sell	59,013 -4,058	-6%	-$325K	3.48%	7
2021 Q2	$4.97M	Sell	63,071 -919	-1%	-$73K	3.74%	6
2021 Q1	$4.86M	Sell	63,990 -1,316	-2%	-$99.1K	3.94%	6
2020 Q4	$4.76M	Sell	65,306 -1,993	-3%	-$136K	4.04%	6
2020 Q3	$4.28M	Buy	+67,299	New	+$4.31M	4.2%	5

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stegner Investment Associates's EFA Position: Q4 2022 in Review

Stegner Investment Associates sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 17,864 shares — an estimated $1.02M sold.

Stegner Investment Associates first reported a position in EFA in Q3 2020 and held it in 9 quarters. The position peaked at $4.97M in Q2 2021. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Stegner Investment Associates reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Stegner Investment Associates sold 17,864 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $1.02M.
Stegner Investment Associates first reported a position in iShares MSCI EAFE ETF in Q3 2020 and held it in 9 quarters.
Stegner Investment Associates's iShares MSCI EAFE ETF position peaked at $4.97M in Q2 2021.
1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Stegner Investment Associates's 13F filing for Q4 2022, filed 6 Feb 2023.