Strategic Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Financial Partners’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	–	Sell	-3,917	Closed	-$245K	–	64
2022 Q2	$245K	Hold	3,917	–	–	0.14%	54
2022 Q1	$288K	Sell	3,917 -25	-0.6%	-$1.87K	0.15%	55
2021 Q4	$310K	Hold	3,942	–	–	0.15%	57
2021 Q3	$308K	Sell	3,942 -50	-1%	-$4K	0.17%	56
2021 Q2	$315K	Sell	3,992 -51	-1%	-$4.05K	0.17%	55
2021 Q1	$307K	Sell	4,043 -935	-19%	-$70.4K	0.18%	55
2020 Q4	$363K	Sell	4,978 -311	-6%	-$21.3K	0.24%	49
2020 Q3	$337K	Sell	5,289 -75	-1%	-$4.8K	0.26%	46
2020 Q2	$327K	Sell	5,364 -35	-0.6%	-$2.02K	0.27%	47
2020 Q1	$289K	Sell	5,399 -20	-0.4%	-$1.27K	0.31%	48
2019 Q4	$376K	Buy	+5,419	New	+$366K	0.31%	52

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

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

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

Strategic Financial Partners's EFA Position: Q3 2022 in Review

Strategic Financial Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 3,917 shares — an estimated $245K sold.

Strategic Financial Partners first reported a position in EFA in Q4 2019 and held it in 11 quarters. The position peaked at $376K in Q4 2019. 1,587 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Strategic Financial Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Strategic Financial Partners sold 3,917 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $245K.
Strategic Financial Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 11 quarters.
Strategic Financial Partners's iShares MSCI EAFE ETF position peaked at $376K in Q4 2019.
1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Strategic Financial Partners's 13F filing for Q3 2022, filed 10 Jul 2024.