Whitener Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-782	Closed	-$50K	–	220
2019 Q3	$50K	Hold	782	–	–	0.03%	226
2019 Q2	$51K	Hold	782	–	–	0.03%	224
2019 Q1	$50K	Hold	782	–	–	0.03%	216
2018 Q4	$45K	Hold	782	–	–	0.03%	203
2018 Q3	$53K	Buy	+782	New	+$52.8K	0.03%	197
2018 Q2	–	Sell	-782	Closed	-$54K	–	193
2018 Q1	$54K	Hold	782	–	–	0.04%	191
2017 Q4	$54K	Buy	+782	New	+$54.4K	0.05%	180

Other funds holding EFA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Whitener Capital Management's EFA Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2019, closing a stake of 782 shares — an estimated $50K sold.

Whitener Capital Management first reported a position in EFA in Q4 2017 and held it in 7 quarters. The position peaked at $54K in Q1 2018. 1,583 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

Whitener Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 782 iShares MSCI EAFE ETF shares in Q4 2019, an estimated $50K.
Whitener Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares MSCI EAFE ETF position peaked at $54K in Q1 2018.
1,583 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.