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

Strategic 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
2022
Q3 		$34K Hold
615
– – 0.06% 188
2022
Q2 		$38K Hold
615
– – 0.06% 184
2022
Q1 		$45K Hold
615
– – 0.06% 170
2021
Q4 		$48K Hold
615
– – 0.07% 164
2021
Q3 		$48K Buy
+615
New +$49.2K 0.07% 157

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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Asset Management's EFA Position: Q3 2022 in Review

Strategic Asset Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2022 at 615 shares worth $34K. The position accounts for 0.06% of the portfolio, ranked #188.

Strategic Asset Management first reported a position in EFA in Q3 2021 and has held it in 5 quarters since. The position peaked at $48K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

  • Strategic Asset Management held 615 shares of iShares MSCI EAFE ETF worth $34K as of Q3 2022.
  • Strategic Asset Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2022.
  • iShares MSCI EAFE ETF made up 0.06% of Strategic Asset Management's portfolio in Q3 2022, its #188 holding.
  • Strategic Asset Management first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares MSCI EAFE ETF position peaked at $48K in Q4 2021.
  • 1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.