PFA
EFA icon

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

Paradigm 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 		$289K Buy
3,671
+198
+6% +$15.7K 0.06% 171
2021
Q3 		$271K Hold
3,473
– – 0.06% 168
2021
Q2 		$274K Buy
3,473
+46
+1% +$3.65K 0.06% 174
2021
Q1 		$260K Sell
3,427
-2,270
-40% -$171K 0.06% 162
2020
Q4 		$416K Sell
5,697
-663
-10% -$45.3K 0.11% 113
2020
Q3 		$405K Sell
6,360
-2,734
-30% -$175K 0.11% 82
2020
Q2 		$554K Sell
9,094
-143
-2% -$8.27K 0.18% 76
2020
Q1 		$494K Sell
9,237
-160
-2% -$10.2K 0.18% 76
2019
Q4 		$652K Buy
9,397
+86
+0.9% +$5.81K 0.22% 70
2019
Q3 		$607K Sell
9,311
-1,297
-12% -$83.6K 0.24% 68
2019
Q2 		$697K Buy
10,608
+31
+0.3% +$2.03K 0.26% 63
2019
Q1 		$686K Hold
10,577
– – 0.26% 66
2018
Q4 		$622K Buy
10,577
+660
+7% +$41.2K 0.28% 66
2018
Q3 		$674K Buy
9,917
+212
+2% +$14.3K 0.26% 63
2018
Q2 		$649K Buy
9,705
+207
+2% +$14.5K 0.28% 60
2018
Q1 		$661K Hold
9,498
– – 0.29% 57
2017
Q4 		$667K Buy
9,498
+81
+0.9% +$5.63K 0.3% 54
2017
Q3 		$644K Buy
9,417
+4,267
+83% +$285K 0.31% 53
2017
Q2 		$336K Sell
5,150
-698
-12% -$45.2K 0.17% 82
2017
Q1 		$364K Sell
5,848
-162
-3% -$9.79K 0.19% 75
2016
Q4 		$346K Buy
6,010
+167
+3% +$9.63K 0.19% 73
2016
Q3 		$345K Hold
5,843
– – 0.21% 68
2016
Q2 		$326K Buy
5,843
+11
+0.2% +$633 0.2% 68
2016
Q1 		$333K Sell
5,832
-392
-6% -$21.6K 0.13% 68
2015
Q4 		$365K Sell
6,224
-975
-14% -$58.7K 0.23% 64
2015
Q3 		$412K Buy
7,199
+1,658
+30% +$102K 0.27% 61
2015
Q2 		$351K Hold
5,541
– – 0.26% 69
2015
Q1 		$355K Hold
5,541
– – 0.27% 68
2014
Q4 		$337K Hold
5,541
– – 0.27% 68
2014
Q3 		$355K Hold
5,541
– – 0.3% 64
2014
Q2 		$378K Hold
5,541
– – 0.32% 59
2014
Q1 		$372K Hold
5,541
– – 0.34% 59
2013
Q4 		$372K Buy
+5,541
New +$362K 0.36% 58

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Paradigm Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q4 2021, buying an estimated $15.7K and bringing the position to 3,671 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #171.

Paradigm Financial Advisors first reported a position in EFA in Q4 2013 and has held it in 33 quarters since. The position peaked at $697K in Q2 2019. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

  • Paradigm Financial Advisors held 3,671 shares of iShares MSCI EAFE ETF worth $289K as of Q4 2021.
  • Paradigm Financial Advisors bought 198 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $15.7K.
  • iShares MSCI EAFE ETF made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #171 holding.
  • Paradigm Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 33 quarters since.
  • Paradigm Financial Advisors's iShares MSCI EAFE ETF position peaked at $697K in Q2 2019.
  • 1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.