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Overlay B Portfolio | SBOOX

Mutual Fund
BERNSTEIN SANFORD C FUND INC
Last update 2025-06-20 2 Stocks (0 new)
Value $26.00 Mil Turnover 0 %
Countries:
Overlay B Portfolio Top Holdings of 2025-03-31 View Full List
Ticker
IEFA
IEMG
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA
iShares Core MSCI EAFE ETF
249,082
18,843.0
-25.12%
71.560
-17.41%
0.010
+9.85%
+18.54%
142,613.8
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
138,734
7,487.5
-30.04%
28.440
-9.22%
0.010
+10.85%
+15.07%
95,763.6
 

Overlay B Portfolio's Historical Top Holdings Breakdowns

Overlay B Portfolio's Top Stock Picks View Full List
Ticker
IEFA
IEMG
IEFA
IEMG
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-17.41%
69.57 ($74.78) 78.65
$83.31
11.41%
Reduce -25.12%
249,082
-83,570
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-9.22%
50.83 ($53.83) 55.94
$60.09
11.63%
Reduce -30.04%
138,734
-59,580
IEFA
iShares Core MSCI EAFE ETF
2024-03-31
New Buy
New Buy
+70.70%
68.14 ($71.19) 74.43
$83.31
17.02%
New holding
332,652
332,652
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2024-03-31
New Buy
New Buy
+29.30%
47.6 ($50.08) 51.96
$60.09
19.99%
New holding
198,314
198,314

Overlay B Portfolio Total Holding History ($B)

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Overlay B Portfolio's Asset Allocation

To

Overlay B Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Overlay B Portfolio's Hypothetical Growth since 2025-03-31

Overlay B Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Overlay B Portfolio's Holdings Heat Map

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