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Sugarloaf Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$204K Buy
2,693
+21
+0.8% +$1.66K 0.04% 163
2024
Q3 		$223K Sell
2,672
-427
-14% -$34.4K 0.04% 149
2024
Q2 		$243K Buy
3,099
+36
+1% +$2.85K 0.05% 124
2024
Q1 		$245K Hold
3,063
– – 0.05% 128
2023
Q4 		$231K Buy
3,063
+29
+1% +$2.05K 0.06% 124
2023
Q3 		$209K Buy
3,034
+16
+0.5% +$1.15K 0.05% 123
2023
Q2 		$219K Buy
3,018
+42
+1% +$3.05K 0.05% 123
2023
Q1 		$213K Sell
2,976
-167
-5% -$11.7K 0.05% 125
2022
Q4 		$206K Sell
3,143
-24
-0.8% -$1.5K 0.05% 123
2022
Q3 		$178K Sell
3,167
-146
-4% -$9.1K 0.05% 135
2022
Q2 		$207K Buy
3,313
+57
+2% +$3.88K 0.05% 117
2022
Q1 		$240K Buy
3,256
+5
+0.2% +$374 0.06% 110
2021
Q4 		$256K Buy
3,251
+57
+2% +$4.51K 0.06% 112
2021
Q3 		$249K Hold
3,194
– – 0.07% 109
2021
Q2 		$252K Buy
3,194
+2,147
+205% +$171K 0.07% 106
2021
Q1 		$252 Sell
1,047
-2,277
-69% -$171K 0.08% 102
2020
Q4 		$243K Buy
3,324
+21
+0.6% +$1.44K 0.08% 104
2020
Q3 		$210K Sell
3,303
-616
-16% -$39.4K 0.08% 110
2020
Q2 		$239K Sell
3,919
-187
-5% -$10.8K 0.09% 93
2020
Q1 		$220K Hold
4,106
– – 0.1% 96
2019
Q4 		$285K Buy
+4,106
New +$277K 0.12% 99

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sugarloaf Wealth Management's EFA Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.79% in Q4 2024, buying an estimated $1.66K and bringing the position to 2,693 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #163.

Sugarloaf Wealth Management first reported a position in EFA in Q4 2019 and has held it in 21 quarters since. The position peaked at $285K in Q4 2019. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Sugarloaf Wealth Management held 2,693 shares of iShares MSCI EAFE ETF worth $204K as of Q4 2024.
  • Sugarloaf Wealth Management bought 21 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $1.66K.
  • iShares MSCI EAFE ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #163 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI EAFE ETF position peaked at $285K in Q4 2019.
  • 1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.