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

Sweet 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
2024
Q3 		$229K Hold
2,740
– – 0.05% 179
2024
Q2 		$215K Sell
2,740
-58
-2% -$4.59K 0.05% 181
2024
Q1 		$223K Hold
2,798
– – 0.05% 182
2023
Q4 		$211K Buy
+2,798
New +$198K 0.05% 177
2023
Q3 		– Sell
-2,798
Closed -$203K – 178
2023
Q2 		$203K Hold
2,798
– – 0.05% 172
2023
Q1 		$200K Buy
+2,798
New +$196K 0.06% 171
2022
Q2 		– Sell
-2,798
Closed -$206K – 173
2022
Q1 		$206K Hold
2,798
– – 0.06% 161
2021
Q4 		$220K Buy
+2,798
New +$222K 0.09% 138

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sweet Financial Partners's EFA Position: Q3 2024 in Review

Sweet Financial Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2024 at 2,740 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #179.

Sweet Financial Partners first reported a position in EFA in Q4 2021 and has held it in 8 quarters since. 1,859 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Sweet Financial Partners held 2,740 shares of iShares MSCI EAFE ETF worth $229K as of Q3 2024.
  • Sweet Financial Partners left its iShares MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE ETF made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #179 holding.
  • Sweet Financial Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
  • 1,859 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.