BIA
EFA icon

BHK Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

BHK Investment Advisors’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
2022
Q4 		– Sell
-3,750
Closed -$210K – 58
2022
Q3 		$210K Sell
3,750
-710
-16% -$44.3K 0.11% 63
2022
Q2 		$279K Sell
4,460
-512
-10% -$34.8K 0.13% 60
2022
Q1 		$366K Buy
4,972
+1
+0% +$75 0.15% 53
2021
Q4 		$391K Sell
4,971
-47
-0.9% -$3.72K 0.15% 48
2021
Q3 		$391K Sell
5,018
-50
-1% -$4K 0.16% 46
2021
Q2 		$400K Sell
5,068
-47
-0.9% -$3.73K 0.16% 43
2021
Q1 		$373K Hold
5,115
– – 0.17% 41
2020
Q4 		$373K Sell
5,115
-573
-10% -$39.2K 0.17% 39
2020
Q3 		$362K Sell
5,688
-583
-9% -$37.3K 0.2% 37
2020
Q2 		$382K Sell
6,271
-848
-12% -$49K 0.23% 32
2020
Q1 		$381K Sell
7,119
-500
-7% -$31.7K 0.27% 30
2019
Q4 		$529K Sell
7,619
-2,502
-25% -$169K 0.3% 33
2019
Q3 		$660K Sell
10,121
-1,300
-11% -$83.8K 0.38% 42
2019
Q2 		$751K Buy
11,421
+554
+5% +$36.3K 0.43% 37
2019
Q1 		$705K Sell
10,867
-1,500
-12% -$94.5K 0.43% 38
2018
Q4 		$727K Sell
12,367
-398
-3% -$24.9K 0.55% 27
2018
Q3 		$868K Sell
12,765
-25
-0.2% -$1.69K 0.58% 26
2018
Q2 		$857K Buy
12,790
+1,272
+11% +$89.2K 0.6% 25
2018
Q1 		$803K Buy
11,518
+3,286
+40% +$234K 0.59% 22
2017
Q4 		$579K Buy
+8,232
New +$572K 0.49% 28

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BHK Investment Advisors's EFA Position: Q4 2022 in Review

BHK Investment Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 3,750 shares — an estimated $210K sold.

BHK Investment Advisors first reported a position in EFA in Q4 2017 and held it in 20 quarters. The position peaked at $868K in Q3 2018. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • BHK Investment Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • BHK Investment Advisors sold 3,750 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $210K.
  • BHK Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 20 quarters.
  • BHK Investment Advisors's iShares MSCI EAFE ETF position peaked at $868K in Q3 2018.
  • 1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on BHK Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.