WC Walker & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

WC Walker & Associates’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	$476K	Sell	6,815 -55	-0.8%	-$3.44K	0.25%	54
2022 Q3	$411K	Sell	6,870 -1,395	-17%	-$86.9K	0.23%	57
2022 Q2	$507K	Hold	8,265	–	–	0.3%	44
2022 Q1	$598K	Hold	8,265	–	–	0.31%	44
2021 Q4	$653K	Buy	8,265 +389	+5%	+$30.8K	0.32%	42
2021 Q3	$614K	Hold	7,876	–	–	0.33%	45
2021 Q2	$625K	Hold	7,876	–	–	0.33%	47
2021 Q1	$608K	Hold	7,876	–	–	0.35%	47
2020 Q4	$601K	Buy	+7,876	New	+$539K	0.35%	47

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

WC Walker & Associates's EFA Position: Q4 2022 in Review

WC Walker & Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 0.8% in Q4 2022, selling an estimated $3.44K and leaving 6,815 shares worth $476K. The position accounts for 0.25% of the portfolio, ranked #54.

WC Walker & Associates first reported a position in EFA in Q4 2020 and has held it in 9 quarters since. The position peaked at $653K in Q4 2021. 1,700 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

WC Walker & Associates held 6,815 shares of iShares MSCI EAFE ETF worth $476K as of Q4 2022.
WC Walker & Associates sold 55 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $3.44K.
iShares MSCI EAFE ETF made up 0.25% of WC Walker & Associates's portfolio in Q4 2022, its #54 holding.
WC Walker & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's iShares MSCI EAFE ETF position peaked at $653K in Q4 2021.
1,700 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.