Sutton Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$90.4K	Hold	1,312	–	–	0.04%	176
2023 Q2	$95.1K	Buy	1,312 +170	+15%	+$12.3K	0.05%	174
2023 Q1	$81.7K	Buy	1,142 +355	+45%	+$24.8K	0.04%	170
2022 Q4	$51.7K	Sell	787 -853	-52%	-$53.4K	0.02%	382
2022 Q3	$91.9K	Buy	1,640 +719	+78%	+$44.8K	0.04%	259
2022 Q2	$57.6K	Buy	921 +598	+185%	+$40.7K	0.02%	343
2022 Q1	$23.8K	Hold	323	–	–	0.01%	660
2021 Q4	$25.4K	Sell	323 -152	-32%	-$12K	0.01%	637
2021 Q3	$37.1K	Hold	475	–	–	0.01%	490
2021 Q2	$37.5K	Sell	475 -50	-10%	-$3.97K	0.01%	490
2021 Q1	$39.8K	Hold	525	–	–	0.02%	453
2020 Q4	$38.3K	Hold	525	–	–	0.02%	430
2020 Q3	$33.4K	Buy	525 +358	+214%	+$22.9K	0.02%	403
2020 Q2	$10.2K	Hold	167	–	–	0.01%	701
2020 Q1	$8.93K	Sell	167 -2,041	-92%	-$130K	0.01%	683
2019 Q4	$153K	Buy	2,208 +1,978	+860%	+$134K	0.08%	177
2019 Q3	$15K	Hold	230	–	–	0.01%	677
2019 Q2	$15.1K	Hold	230	–	–	0.01%	661
2019 Q1	$14.9K	Sell	230 -2,648	-92%	-$167K	0.01%	671
2018 Q4	$169K	Buy	2,878 +2,815	+4,468%	+$176K	0.11%	145
2018 Q3	$4.28K	Hold	63	–	–	﹤0.01%	923
2018 Q2	$4.22K	Hold	63	–	–	﹤0.01%	940
2018 Q1	$4.39K	Hold	63	–	–	﹤0.01%	934
2017 Q4	$4.43K	Hold	63	–	–	﹤0.01%	903
2017 Q3	$4.31K	Hold	63	–	–	﹤0.01%	891
2017 Q2	$4.11K	Hold	63	–	–	﹤0.01%	900
2017 Q1	$3.92K	Hold	63	–	–	﹤0.01%	874
2016 Q4	$3.64K	Hold	63	–	–	﹤0.01%	877
2016 Q3	$3.73K	Hold	63	–	–	﹤0.01%	872
2016 Q2	$3.52K	Hold	63	–	–	﹤0.01%	843
2016 Q1	$3.6K	Buy	+63	New	+$3.47K	﹤0.01%	822

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Sutton Wealth Advisors's EFA Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2023 at 1,312 shares worth $90.4K. The position accounts for 0.04% of the portfolio, ranked #176.

Sutton Wealth Advisors first reported a position in EFA in Q1 2016 and has held it in 31 quarters since. The position peaked at $169K in Q4 2018. 1,746 funds tracked by Wall St. Rank hold EFA as of Q3 2023.

Sutton Wealth Advisors held 1,312 shares of iShares MSCI EAFE ETF worth $90.4K as of Q3 2023.
Sutton Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2023.
iShares MSCI EAFE ETF made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #176 holding.
Sutton Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares MSCI EAFE ETF position peaked at $169K in Q4 2018.
1,746 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.