HBW Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

HBW Advisory 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
2023 Q1	–	Sell	-20,853	Closed	-$1.37M	–	268
2022 Q4	$1.37M	Hold	20,853	–	–	0.36%	80
2022 Q3	$1.17M	Buy	20,853 +769	+4%	+$47.9K	0.33%	88
2022 Q2	$1.25M	Buy	20,084 +1,875	+10%	+$128K	0.32%	86
2022 Q1	$1.34M	Sell	18,209 -431	-2%	-$32.2K	0.47%	70
2021 Q4	$1.47M	Buy	18,640 +209	+1%	+$16.6K	0.34%	77
2021 Q3	$1.44M	Sell	18,431 -1,344	-7%	-$108K	0.37%	74
2021 Q2	$1.56M	Sell	19,775 -2,333	-11%	-$185K	0.41%	71
2021 Q1	$1.68M	Sell	22,108 -1,064	-5%	-$80.1K	0.45%	73
2020 Q4	$1.69M	Buy	23,172 +307	+1%	+$21K	0.51%	65
2020 Q3	$1.46M	Sell	22,865 -2,159	-9%	-$138K	0.6%	61
2020 Q2	$1.52M	Buy	25,024 +12,295	+97%	+$711K	0.71%	52
2020 Q1	$692K	Buy	+12,729	New	+$808K	0.5%	62

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HBW Advisory Services's EFA Position: Q1 2023 in Review

HBW Advisory Services sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 20,853 shares — an estimated $1.37M sold.

HBW Advisory Services first reported a position in EFA in Q1 2020 and held it in 12 quarters. The position peaked at $1.69M in Q4 2020. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

HBW Advisory Services reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 20,853 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $1.37M.
HBW Advisory Services first reported a position in iShares MSCI EAFE ETF in Q1 2020 and held it in 12 quarters.
HBW Advisory Services's iShares MSCI EAFE ETF position peaked at $1.69M in Q4 2020.
1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.