SFGV - Sequoia Global Value ETF Analysis | Stock Taper
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SFGV

Sequoia Global Value ETF
Sequoia Global Value ETF Sequoia Financial Group
$34.55 1.15% (+0.39)

Managing Company Sequoia Financial Group
Asset Under Management $1.12B
Inception Date Jan 17, 2024
Expense Ratio 0.38%
52w High $35.11
52w Low $26.16
Volume 24,605.209
Avg Volume 16,544
Asset Class Equity

About Sequoia Global Value ETF

The fund (a series of the EA Series Trust) seeks to provide value-oriented global equity exposure, selecting stocks which the adviser views as undervalued with potential for long-term appreciation. (Proposed name change effective Oct 29, 2025)

SECTOR HOLDINGS

Consumer Cyclical Consumer Cyclical
15.30%
Industrials Industrials
13.65%
Healthcare Healthcare
12.66%
Energy Energy
11.43%
Technology Technology
11.42%
Financial Services Financial Services
10.47%
Consumer Defensive Consumer Defensive
8.76%
Basic Materials Basic Materials
6.03%
Real Estate Real Estate
5.90%
Communication Services Communication Services
3.38%
Utilities Utilities
0.99%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
97.65%
United Kingdom flag United Kingdom
0.92%
Ireland flag Ireland
0.57%
Bermuda flag Bermuda
0.31%
Switzerland flag Switzerland
0.29%
Other
0.23%
Monaco flag Monaco
0.04%

Holdings (Top 20)

This ETF does not hold any stocks listed on the NYSE or NASDAQ exchanges.