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Chicago Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Chicago Capital’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
Q1 		– Sell
-7,184
Closed -$565K – 257
2021
Q4 		$565K Sell
7,184
-160
-2% -$12.7K 0.02% 172
2021
Q3 		$573K Sell
7,344
-880
-11% -$70.4K 0.02% 169
2021
Q2 		$649K Sell
8,224
-690
-8% -$54.8K 0.03% 155
2021
Q1 		$676K Sell
8,914
-2,523
-22% -$190K 0.03% 140
2020
Q4 		$834K Buy
+11,437
New +$782K 0.04% 118

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Capital's EFA Position: Q1 2022 in Review

Chicago Capital sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 7,184 shares — an estimated $565K sold.

Chicago Capital first reported a position in EFA in Q4 2020 and held it in 5 quarters. The position peaked at $834K in Q4 2020. 1,730 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

  • Chicago Capital reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Chicago Capital sold 7,184 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $565K.
  • Chicago Capital first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 5 quarters.
  • Chicago Capital's iShares MSCI EAFE ETF position peaked at $834K in Q4 2020.
  • 1,730 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Chicago Capital's 13F filing for Q1 2022, filed 21 Apr 2022.