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HBC Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

HBC Financial 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
2024
Q4 		$338K Buy
4,472
+66
+1% +$5.23K 0.21% 23
2024
Q3 		$351K Buy
4,406
+437
+11% +$35.2K 0.21% 24
2024
Q2 		$313K Buy
3,969
+39
+1% +$3.09K 0.2% 23
2024
Q1 		$303K Buy
3,930
+504
+15% +$38.5K 0.21% 22
2023
Q4 		$258K Buy
3,426
+8
+0.2% +$565 0.18% 26
2023
Q3 		$235K Buy
3,418
+67
+2% +$4.8K 0.18% 25
2023
Q2 		$248K Sell
3,351
-201
-6% -$14.6K 0.18% 23
2023
Q1 		$259K Buy
3,552
+66
+2% +$4.62K 0.19% 26
2022
Q4 		$233K Sell
3,486
-404
-10% -$25.3K 0.19% 24
2022
Q3 		$217K Hold
3,890
– – 0.18% 23
2022
Q2 		$242K Sell
3,890
-328
-8% -$22.3K 0.19% 23
2022
Q1 		$287K Buy
4,218
+215
+5% +$16.1K 0.21% 23
2021
Q4 		$314K Sell
4,003
-53
-1% -$4.2K 0.2% 23
2021
Q3 		$316K Hold
4,056
– – 0.21% 23
2021
Q2 		$311K Buy
4,056
+23
+0.6% +$1.83K 0.21% 24
2021
Q1 		$317K Sell
4,033
-22
-0.5% -$1.66K 0.22% 23
2020
Q4 		$304K Buy
4,055
+196
+5% +$13.4K 0.24% 20
2020
Q3 		$263K Buy
3,859
+131
+4% +$8.38K 0.22% 20
2020
Q2 		$237K Sell
3,728
-16
-0.4% -$925 0.21% 22
2020
Q1 		$191K Sell
3,744
-51
-1% -$3.24K 0.22% 21
2019
Q4 		$263K Buy
+3,795
New +$256K 0.23% 21

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HBC Financial Services's EFA Position: Q4 2024 in Review

HBC Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q4 2024, buying an estimated $5.23K and bringing the position to 4,472 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #23.

HBC Financial Services first reported a position in EFA in Q4 2019 and has held it in 21 quarters since. The position peaked at $351K in Q3 2024. 1,944 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • HBC Financial Services held 4,472 shares of iShares MSCI EAFE ETF worth $338K as of Q4 2024.
  • HBC Financial Services bought 66 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $5.23K.
  • iShares MSCI EAFE ETF made up 0.21% of HBC Financial Services's portfolio in Q4 2024, its #23 holding.
  • HBC Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's iShares MSCI EAFE ETF position peaked at $351K in Q3 2024.
  • 1,944 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.