Symphony Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Symphony Financial’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	–	Sell	-4,496	Closed	-$377K	–	229
2024 Q3	$377K	Hold	4,496	–	–	0.06%	159
2024 Q2	$352K	Buy	4,496 +12	+0.3%	+$951	0.06%	154
2024 Q1	$358K	Hold	4,484	–	–	0.08%	140
2023 Q4	$331K	Buy	+4,484	New	+$317K	0.07%	161

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Symphony Financial's EFA Position: Q4 2024 in Review

Symphony Financial sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 4,496 shares — an estimated $377K sold.

Symphony Financial first reported a position in EFA in Q4 2023 and held it in 4 quarters. The position peaked at $377K in Q3 2024. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Symphony Financial reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Symphony Financial sold 4,496 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $377K.
Symphony Financial first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
Symphony Financial's iShares MSCI EAFE ETF position peaked at $377K in Q3 2024.
1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.