Syverson Strege & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-1,641	Closed	-$117K	–	231
2023 Q1	$117K	Hold	1,641	–	–	0.05%	83
2022 Q4	$108K	Sell	1,641 -174	-10%	-$10.9K	0.05%	88
2022 Q3	$102K	Hold	1,815	–	–	0.05%	90
2022 Q2	$113K	Hold	1,815	–	–	0.04%	94
2022 Q1	$134K	Hold	1,815	–	–	0.15%	79
2021 Q4	$143K	Hold	1,815	–	–	0.11%	79
2021 Q3	$142K	Hold	1,815	–	–	0.11%	79
2021 Q2	$143K	Hold	1,815	–	–	0.13%	75
2021 Q1	$138K	Hold	1,815	–	–	0.14%	72
2020 Q4	$132K	Buy	+1,815	New	+$124K	0.13%	73

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Syverson Strege & Co's EFA Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 1,641 shares — an estimated $117K sold.

Syverson Strege & Co first reported a position in EFA in Q4 2020 and held it in 10 quarters. The position peaked at $143K in Q4 2021. 1,778 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,641 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $117K.
Syverson Strege & Co first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares MSCI EAFE ETF position peaked at $143K in Q4 2021.
1,778 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.