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Wall Capital Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Wall Capital Group’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
2023
Q1 		– Sell
-267
Closed -$18.4K – 26
2022
Q4 		$18.4K Sell
267
-89,776
-100% -$5.62M 0.03% 23
2022
Q3 		$5.09M Sell
90,043
-42,256
-32% -$2.63M 4.83% 5
2022
Q2 		$8.24M Sell
132,299
-65,396
-33% -$4.45M 5.72% 5
2022
Q1 		$14.6M Sell
197,695
-31,384
-14% -$2.35M 5.99% 4
2021
Q4 		$18M Sell
229,079
-12,564
-5% -$995K 6.28% 4
2021
Q3 		$18.9M Buy
241,643
+1,125
+0.5% +$90K 6.43% 4
2021
Q2 		$19M Buy
240,518
+6,315
+3% +$502K 6.42% 4
2021
Q1 		$17.8M Buy
234,203
+1,017
+0.4% +$76.6K 6.46% 4
2020
Q4 		$17M Buy
233,186
+1,547
+0.7% +$106K 6.69% 4
2020
Q3 		$14.7M Hold
231,639
– – 6.34% 3
2020
Q2 		$14.1M Buy
231,639
+5,162
+2% +$298K 6.28% 3
2020
Q1 		$12.1M Hold
226,477
– – 6.44% 3
2019
Q4 		$15.7M Hold
226,477
– – 7.01% 4
2019
Q3 		$14.8M Buy
226,477
+50,651
+29% +$3.26M 7% 4
2019
Q2 		$11.6M Buy
175,826
+48,889
+39% +$3.2M 5.77% 3
2019
Q1 		$8.23M Hold
126,937
– – 4.4% 3
2018
Q4 		$7.46M Sell
126,937
-583
-0.5% -$36.4K 4.44% 3
2018
Q3 		$8.67M Sell
127,520
-8,939
-7% -$604K 4.45% 3
2018
Q2 		$9.14M Sell
136,459
-884
-0.6% -$62K 5.04% 7
2018
Q1 		$9.57M Sell
137,343
-17,972
-12% -$1.28M 5.51% 6
2017
Q4 		$10.9M Sell
155,315
-5,355
-3% -$372K 6.92% 6
2017
Q3 		$11M Hold
160,670
– – 7.09% 4
2017
Q2 		$10.5M Buy
160,670
+35,363
+28% +$2.29M 7.1% 6
2017
Q1 		$7.8M Buy
+125,307
New +$7.57M 6.18% 6

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wall Capital Group's EFA Position: Q1 2023 in Review

Wall Capital Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2023, closing a stake of 267 shares — an estimated $18.4K sold.

Wall Capital Group first reported a position in EFA in Q1 2017 and held it in 24 quarters. The position peaked at $19M in Q2 2021. 1,724 funds tracked by Wall St. Rank hold EFA as of Q1 2023.

  • Wall Capital Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Wall Capital Group sold 267 iShares MSCI EAFE ETF shares in Q1 2023, an estimated $18.4K.
  • Wall Capital Group first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 24 quarters.
  • Wall Capital Group's iShares MSCI EAFE ETF position peaked at $19M in Q2 2021.
  • 1,724 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2023.

Based on Wall Capital Group's 13F filing for Q1 2023, filed 18 Apr 2023.