Stone Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Stone Asset Management’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 Q1	$1.06M	Sell	14,842 -52,303	-78%	-$3.66M	1.7%	15
2022 Q4	$4.41M	Buy	67,145 +9,442	+16%	+$591K	2.74%	14
2022 Q3	$3.23M	Buy	57,703 +16,993	+42%	+$1.06M	2.11%	14
2022 Q2	$2.54M	Buy	40,710 +19,252	+90%	+$1.31M	1.6%	17
2022 Q1	$1.58M	Buy	21,458 +7,943	+59%	+$594K	0.88%	24
2021 Q4	$1.06M	Buy	+13,515	New	+$1.07M	0.63%	19

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stone Asset Management's EFA Position: Q1 2023 in Review

Stone Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 78% in Q1 2023, selling an estimated $3.66M and leaving 14,842 shares worth $1.06M. The position accounts for 1.7% of the portfolio, ranked #15.

Stone Asset Management first reported a position in EFA in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.41M in Q4 2022. 1,723 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

Stone Asset Management held 14,842 shares of iShares MSCI EAFE ETF worth $1.06M as of Q1 2023.
Stone Asset Management sold 52,303 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $3.66M.
iShares MSCI EAFE ETF made up 1.7% of Stone Asset Management's portfolio in Q1 2023, its #15 holding.
Stone Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's iShares MSCI EAFE ETF position peaked at $4.41M in Q4 2022.
1,723 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.