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

Johanson 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
2021 Q4	$211K	Buy	2,687 +34	+1%	+$2.69K	0.06%	124
2021 Q3	$207K	Hold	2,653	–	–	0.07%	117
2021 Q2	$209K	Buy	2,653 +26	+1%	+$2.06K	0.07%	114
2021 Q1	$205K	Buy	+2,627	New	+$198K	0.07%	111
2020 Q2	–	Sell	-3,917	Closed	-$209K	–	96
2020 Q1	$209K	Sell	3,917 -322,083	-99%	-$20.4M	0.12%	93
2019 Q4	$4.7M	Buy	326,000 +321,349	+6,909%	+$21.7M	0.22%	68
2019 Q3	$305K	Sell	4,651 -836	-15%	-$53.9K	0.16%	81
2019 Q2	$361K	Sell	5,487 -1,072	-16%	-$70.2K	0.19%	74
2019 Q1	$423K	Sell	6,559 -400	-6%	-$25.2K	0.24%	73
2018 Q4	$409K	Sell	6,959 -1,316	-16%	-$82.2K	0.28%	66
2018 Q3	$565K	Hold	8,275	–	–	0.33%	62
2018 Q2	$553K	Buy	8,275 +150	+2%	+$10.5K	0.35%	57
2018 Q1	$568K	Hold	8,125	–	–	0.38%	56
2017 Q4	$572K	Buy	8,125 +252	+3%	+$17.5K	0.38%	51
2017 Q3	$538K	Sell	7,873 -51	-0.6%	-$3.41K	0.39%	50
2017 Q2	$517K	Buy	7,924 +1,602	+25%	+$104K	0.42%	48
2017 Q1	$395K	Buy	+6,322	New	+$382K	0.35%	52
2016 Q4	–	Sell	-7,433	Closed	-$439K	–	23
2016 Q3	$439K	Sell	7,433 -680	-8%	-$39.4K	0.47%	48
2016 Q2	$453K	Sell	8,113 -52	-0.6%	-$2.99K	0.53%	46
2016 Q1	$465K	Sell	8,165 -695	-8%	-$38.3K	0.57%	43
2015 Q4	$518K	Buy	+8,860	New	+$534K	0.68%	38

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Johanson Financial Advisors's EFA Position: Q4 2021 in Review

Johanson Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q4 2021, buying an estimated $2.69K and bringing the position to 2,687 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #124.

Johanson Financial Advisors first reported a position in EFA in Q4 2015 and has held it in 21 quarters since. The position peaked at $4.7M in Q4 2019. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Johanson Financial Advisors held 2,687 shares of iShares MSCI EAFE ETF worth $211K as of Q4 2021.
Johanson Financial Advisors bought 34 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $2.69K.
iShares MSCI EAFE ETF made up 0.06% of Johanson Financial Advisors's portfolio in Q4 2021, its #124 holding.
Johanson Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 21 quarters since.
Johanson Financial Advisors's iShares MSCI EAFE ETF position peaked at $4.7M in Q4 2019.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.