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Personal Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Personal Capital 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
Q4 		$1.08M Sell
16,435
-258
-2% -$16.2K 0.01% 234
2022
Q3 		$935K Sell
16,693
-5,092
-23% -$317K 0.01% 238
2022
Q2 		$1.36M Buy
21,785
+244
+1% +$16.6K 0.01% 224
2022
Q1 		$1.58M Sell
21,541
-214
-1% -$16K 0.01% 226
2021
Q4 		$1.71M Buy
21,755
+2,537
+13% +$201K 0.01% 235
2021
Q3 		$1.5M Buy
19,218
+2
+0% +$160 0.01% 237
2021
Q2 		$1.52M Sell
19,216
-467
-2% -$37.1K 0.01% 238
2021
Q1 		$1.49M Buy
19,683
+5,830
+42% +$439K 0.01% 233
2020
Q4 		$1.01M Buy
13,853
+303
+2% +$20.7K 0.01% 249
2020
Q3 		$862K Buy
13,550
+428
+3% +$27.4K 0.01% 254
2020
Q2 		$799K Sell
13,122
-12,884
-50% -$745K 0.01% 237
2020
Q1 		$1.36M Buy
26,006
+4,737
+22% +$301K 0.01% 219
2019
Q4 		$1.48M Sell
21,269
-26
-0.1% -$1.76K 0.01% 221
2019
Q3 		$1.39M Buy
21,295
+2,603
+14% +$168K 0.01% 216
2019
Q2 		$1.23M Sell
18,692
-832
-4% -$54.4K 0.01% 214
2019
Q1 		$1.27M Buy
19,524
+5,335
+38% +$336K 0.01% 201
2018
Q4 		$834K Buy
14,189
+4,470
+46% +$279K 0.01% 206
2018
Q3 		$661K Buy
9,719
+1,017
+12% +$68.7K 0.01% 209
2018
Q2 		$583K Sell
8,702
-172
-2% -$12.1K 0.01% 196
2018
Q1 		$618K Sell
8,874
-1,094
-11% -$78K 0.01% 183
2017
Q4 		$701K Buy
+9,968
New +$693K 0.01% 185
2015
Q2 		– Sell
-3,707
Closed -$218K – 147
2015
Q1 		$218K Sell
3,707
-1,090
-23% -$68.6K 0.02% 132
2014
Q4 		$292K Sell
4,797
-291
-6% -$18.2K 0.03% 131
2014
Q3 		$326K Buy
+5,088
New +$339K 0.04% 128

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Personal Capital Advisors's EFA Position: Q4 2022 in Review

Personal Capital Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q4 2022, selling an estimated $16.2K and leaving 16,435 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #234.

Personal Capital Advisors first reported a position in EFA in Q3 2014 and has held it in 24 quarters since. The position peaked at $1.71M in Q4 2021. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Personal Capital Advisors held 16,435 shares of iShares MSCI EAFE ETF worth $1.08M as of Q4 2022.
  • Personal Capital Advisors sold 258 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $16.2K.
  • iShares MSCI EAFE ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #234 holding.
  • Personal Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 24 quarters since.
  • Personal Capital Advisors's iShares MSCI EAFE ETF position peaked at $1.71M in Q4 2021.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.