HWIS
EFA icon

Hancock Whitney Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Hancock Whitney Investment Services’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
Q2 		$8.82M Sell
141,127
-15,371
-10% -$1.05M 5.62% 4
2022
Q1 		$11.5M Sell
156,498
-27,231
-15% -$2.04M 6.64% 4
2021
Q4 		$14.5M Buy
+183,729
New +$14.6M 2.51% 7

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hancock Whitney Investment Services's EFA Position: Q2 2022 in Review

Hancock Whitney Investment Services reduced its iShares MSCI EAFE ETF (EFA) stake by 9.8% in Q2 2022, selling an estimated $1.05M and leaving 141,127 shares worth $8.82M. The position accounts for 5.62% of the portfolio, ranked #4.

Hancock Whitney Investment Services first reported a position in EFA in Q4 2021 and has held it in 3 quarters since. The position peaked at $14.5M in Q4 2021. 1,675 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

  • Hancock Whitney Investment Services held 141,127 shares of iShares MSCI EAFE ETF worth $8.82M as of Q2 2022.
  • Hancock Whitney Investment Services sold 15,371 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $1.05M.
  • iShares MSCI EAFE ETF made up 5.62% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #4 holding.
  • Hancock Whitney Investment Services first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's iShares MSCI EAFE ETF position peaked at $14.5M in Q4 2021.
  • 1,675 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.