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

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-200	Closed	-$15K	–	176
2021 Q4	$15K	Hold	200	–	–	0.01%	312
2021 Q3	$16K	Hold	200	–	–	0.01%	312
2021 Q2	$16K	Hold	200	–	–	0.01%	316
2021 Q1	$16K	Hold	200	–	–	0.01%	319
2020 Q4	$15K	Hold	200	–	–	0.01%	293
2020 Q3	$13K	Hold	200	–	–	0.01%	295
2020 Q2	$12K	Hold	200	–	–	0.01%	293
2020 Q1	$11K	Hold	200	–	–	0.01%	291
2019 Q4	$14K	Buy	+200	New	+$13.5K	0.01%	264

Other funds holding EFA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's EFA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 200 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in EFA in Q4 2019 and held it in 9 quarters. The position peaked at $16K in Q3 2021. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 200 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $15K.
Stonebridge Financial Planning Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares MSCI EAFE ETF position peaked at $16K in Q3 2021.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.