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

Steward 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
2023
Q3 		$5K Buy
+84
New +$6.02K ﹤0.01% 599
2022
Q3 		– Sell
-84
Closed -$5K – 452
2022
Q2 		$5K Hold
84
– – ﹤0.01% 328
2022
Q1 		$6K Sell
84
-44
-34% -$3.29K 0.01% 229
2021
Q4 		$10K Buy
+128
New +$10.1K 0.01% 158

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's EFA Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2023: 84 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EFA as recently as Q2 2022.

Steward Financial Group first reported a position in EFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $10K in Q4 2021. 1,745 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

  • Steward Financial Group held 84 shares of iShares MSCI EAFE ETF worth $5K as of Q3 2023.
  • iShares MSCI EAFE ETF was a new Steward Financial Group position in Q3 2023.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #599 holding.
  • Steward Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
  • Steward Financial Group's iShares MSCI EAFE ETF position peaked at $10K in Q4 2021.
  • 1,745 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.