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

Rex 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	$2.59M	Buy	+39,499	New	+$2.47M	1.7%	8
2016 Q1	–	Sell	-123,356	Closed	-$7.24M	–	37
2015 Q4	$7.24M	Buy	123,356 +114,246	+1,254%	+$6.88M	7.55%	4
2015 Q3	$522K	Buy	9,110 +78	+0.9%	+$4.82K	0.56%	11
2015 Q2	$573K	Buy	9,032 +987	+12%	+$65.7K	0.57%	13
2015 Q1	$516K	Hold	8,045	–	–	0.48%	18
2014 Q4	$489K	Buy	8,045 +33	+0.4%	+$2.06K	0.47%	24
2014 Q3	$514K	Buy	8,012 +82	+1%	+$5.47K	0.5%	18
2014 Q2	$542K	Hold	7,930	–	–	0.48%	14
2014 Q1	$533K	Sell	7,930 -962	-11%	-$63.6K	0.54%	14
2013 Q4	$597K	Buy	8,892 +31	+0.3%	+$2.02K	0.66%	13
2013 Q3	$565K	Buy	8,861 +73	+0.8%	+$4.47K	0.62%	14
2013 Q2	$504K	Buy	+8,788	New	+$531K	0.41%	17

Other funds holding EFA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

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

Rex Capital Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2022: 39,499 shares worth $2.59M. The stake represents 1.7% of the portfolio and ranks #8 among its holdings. This is a return to the name: Rex Capital Advisors previously reported a position in EFA as recently as Q4 2015.

Rex Capital Advisors first reported a position in EFA in Q2 2013 and has held it in 12 quarters since. The position peaked at $7.24M in Q4 2015. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

Rex Capital Advisors held 39,499 shares of iShares MSCI EAFE ETF worth $2.59M as of Q4 2022.
iShares MSCI EAFE ETF was a new Rex Capital Advisors position in Q4 2022.
iShares MSCI EAFE ETF made up 1.7% of Rex Capital Advisors's portfolio in Q4 2022, its #8 holding.
Rex Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 12 quarters since.
Rex Capital Advisors's iShares MSCI EAFE ETF position peaked at $7.24M in Q4 2015.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

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