HC Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

HC Financial 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 Q2	$332K	Sell	5,318 -50	-0.9%	-$3.4K	0.22%	71
2022 Q1	$395K	Buy	5,368 +3,010	+128%	+$225K	0.24%	71
2021 Q4	$186K	Buy	2,358 +1,458	+162%	+$115K	0.1%	86
2021 Q3	$70K	Hold	900	–	–	0.04%	115
2021 Q2	$71K	Sell	900 -119	-12%	-$9.45K	0.04%	114
2021 Q1	$77K	Buy	1,019 +119	+13%	+$8.96K	0.05%	110
2020 Q4	$66K	Hold	900	–	–	0.04%	120
2020 Q3	$57K	Hold	900	–	–	0.04%	112
2020 Q2	$55K	Hold	900	–	–	0.04%	103
2020 Q1	$48K	Buy	+900	New	+$57.1K	0.04%	110

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Financial Advisors's EFA Position: Q2 2022 in Review

HC Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.93% in Q2 2022, selling an estimated $3.4K and leaving 5,318 shares worth $332K. The position accounts for 0.22% of the portfolio, ranked #71.

HC Financial Advisors first reported a position in EFA in Q1 2020 and has held it in 10 quarters since. The position peaked at $395K in Q1 2022. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

HC Financial Advisors held 5,318 shares of iShares MSCI EAFE ETF worth $332K as of Q2 2022.
HC Financial Advisors sold 50 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $3.4K.
iShares MSCI EAFE ETF made up 0.22% of HC Financial Advisors's portfolio in Q2 2022, its #71 holding.
HC Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares MSCI EAFE ETF position peaked at $395K in Q1 2022.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.