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Hochman Cole Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$322K Buy
4,122
+84
+2% +$6.72K 0.13% 100
2021
Q2 		$319K Buy
4,038
+391
+11% +$31.1K 0.13% 98
2021
Q1 		$277K Hold
3,647
– – 0.12% 104
2020
Q4 		$266K Sell
3,647
-450
-11% -$30.8K 0.11% 102
2020
Q3 		$261K Sell
4,097
-676
-14% -$43.3K 0.13% 96
2020
Q2 		$291K Sell
4,773
-392
-8% -$22.7K 0.16% 89
2020
Q1 		$276K Buy
5,165
+1,851
+56% +$117K 0.19% 80
2019
Q4 		$230K Hold
3,314
– – 0.13% 106
2019
Q3 		$216K Sell
3,314
-873
-21% -$56.3K 0.13% 103
2019
Q2 		$275K Buy
4,187
+16
+0.4% +$1.05K 0.16% 95
2019
Q1 		$271K Sell
4,171
-361
-8% -$22.7K 0.16% 96
2018
Q4 		$266K Buy
4,532
+701
+18% +$43.8K 0.18% 89
2018
Q3 		$261K Buy
+3,831
New +$259K 0.16% 93
2018
Q1 		– Sell
-3,659
Closed -$257K – 100
2017
Q4 		$257K Buy
3,659
+108
+3% +$7.51K 0.16% 85
2017
Q3 		$243K Sell
3,551
-90
-2% -$6.02K 0.16% 83
2017
Q2 		$237K Buy
3,641
+276
+8% +$17.9K 0.16% 82
2017
Q1 		$210K Sell
3,365
-123
-4% -$7.44K 0.15% 83
2016
Q4 		$201K Buy
+3,488
New +$201K 0.15% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Hochman Cole Investment Advisors's EFA Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q3 2021, buying an estimated $6.72K and bringing the position to 4,122 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #100.

Hochman Cole Investment Advisors first reported a position in EFA in Q4 2016 and has held it in 18 quarters since. 1,598 funds tracked by Wall St. Rank hold EFA as of Q3 2021.

  • Hochman Cole Investment Advisors held 4,122 shares of iShares MSCI EAFE ETF worth $322K as of Q3 2021.
  • Hochman Cole Investment Advisors bought 84 iShares MSCI EAFE ETF shares in Q3 2021, an estimated $6.72K.
  • iShares MSCI EAFE ETF made up 0.13% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #100 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 18 quarters since.
  • 1,598 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.