Stonegate Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Stonegate Investment 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
2024 Q3	–	Sell	-3,061	Closed	-$240K	–	416
2024 Q2	$240K	Sell	3,061 -37	-1%	-$2.93K	0.01%	306
2024 Q1	$247K	Sell	3,098 -3	-0.1%	-$229	0.01%	284
2023 Q4	$234K	Sell	3,101 -461	-13%	-$32.6K	0.01%	275
2023 Q3	$246K	Hold	3,562	–	–	0.01%	262
2023 Q2	$258K	Sell	3,562 -182	-5%	-$13.2K	0.01%	271
2023 Q1	$268K	Sell	3,744 -110	-3%	-$7.69K	0.01%	263
2022 Q4	$253K	Sell	3,854 -40	-1%	-$2.51K	0.01%	262
2022 Q3	$218K	Sell	3,894 -409	-10%	-$25.5K	0.01%	254
2022 Q2	$269K	Buy	4,303 +237	+6%	+$16.1K	0.01%	241
2022 Q1	$299K	Sell	4,066 -35	-0.9%	-$2.62K	0.01%	207
2021 Q4	$323K	Buy	+4,101	New	+$325K	0.01%	205

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonegate Investment Group's EFA Position: Q3 2024 in Review

Stonegate Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 3,061 shares — an estimated $240K sold.

Stonegate Investment Group first reported a position in EFA in Q4 2021 and held it in 11 quarters. The position peaked at $323K in Q4 2021. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

Stonegate Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Stonegate Investment Group sold 3,061 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $240K.
Stonegate Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 11 quarters.
Stonegate Investment Group's iShares MSCI EAFE ETF position peaked at $323K in Q4 2021.
1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Stonegate Investment Group's 13F filing for Q3 2024, filed 17 Oct 2024.