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

HC Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.38M	Buy	23,496 +390	+2%	+$25K	0.93%	43
2022 Q1	$1.61M	Buy	23,106 +2,800	+14%	+$198K	0.96%	40
2021 Q4	$1.52M	Hold	20,306	–	–	0.84%	44
2021 Q3	$1.51M	Hold	20,306	–	–	0.91%	42
2021 Q2	$1.52M	Sell	20,306 -266	-1%	-$20.1K	0.89%	42
2021 Q1	$1.48M	Sell	20,572 -2,508	-11%	-$179K	0.9%	39
2020 Q4	$1.59M	Sell	23,080 -134	-0.6%	-$8.66K	1.02%	37
2020 Q3	$1.4M	Hold	23,214	–	–	1%	37
2020 Q2	$1.33M	Sell	23,214 -100	-0.4%	-$5.42K	1.04%	38
2020 Q1	$1.16M	Sell	23,314 -1,383	-6%	-$82.3K	1.04%	38
2019 Q4	$1.61M	Sell	24,697 -815	-3%	-$51.7K	1.27%	32
2019 Q3	$1.56M	Sell	25,512 -222	-0.9%	-$13.4K	1.33%	32
2019 Q2	$1.58M	Sell	25,734 -269	-1%	-$16.5K	1.58%	32
2019 Q1	$1.58M	Sell	26,003 -2,232	-8%	-$132K	1.66%	30
2018 Q4	$1.55M	Buy	+28,235	New	+$1.66M	3.47%	14

Other funds holding IEFA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

HC Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2022, buying an estimated $25K and bringing the position to 23,496 shares worth $1.38M. The position accounts for 0.93% of the portfolio, ranked #43.

HC Financial Advisors first reported a position in IEFA in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2019. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

HC Financial Advisors held 23,496 shares of iShares Core MSCI EAFE ETF worth $1.38M as of Q2 2022.
HC Financial Advisors bought 390 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $25K.
iShares Core MSCI EAFE ETF made up 0.93% of HC Financial Advisors's portfolio in Q2 2022, its #43 holding.
HC Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 15 quarters since.
HC Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $1.61M in Q4 2019.
1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

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