Steward Partners Investment Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Steward Partners Investment Solutions’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 Q1	$251K	Buy	+3,147	New	+$241K	0.04%	220

Other funds holding EFA

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steward Partners Investment Solutions's EFA Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2024: 3,147 shares worth $251K. The stake represents 0.04% of the portfolio and ranks #220 among its holdings.

1,853 funds tracked by Wall St. Rank hold EFA as of Q1 2024.

Steward Partners Investment Solutions held 3,147 shares of iShares MSCI EAFE ETF worth $251K as of Q1 2024.
iShares MSCI EAFE ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares MSCI EAFE ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #220 holding.
1,853 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.