Windsor Creek Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Windsor Creek 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
2021 Q4	$437K	Hold	5,576	–	–	0.13%	95
2021 Q3	$435K	Sell	5,576 -100	-2%	-$8K	0.12%	106
2021 Q2	$448K	Buy	5,676 +174	+3%	+$13.8K	0.12%	142
2021 Q1	$417K	Buy	5,502 +20	+0.4%	+$1.51K	0.11%	136
2020 Q4	$400K	Buy	5,482 +32	+0.6%	+$2.19K	0.1%	140
2020 Q3	$347K	Hold	5,450	–	–	0.1%	131
2020 Q2	$332K	Buy	5,450 +74	+1%	+$4.28K	0.11%	125
2020 Q1	$287K	Hold	5,376	–	–	0.1%	131
2019 Q4	$373	Buy	5,376 +59	+1%	+$3.98K	0.1%	111
2019 Q3	$347K	Buy	5,317 +67	+1%	+$4.32K	0.09%	119
2019 Q2	$345K	Buy	5,250 +43	+0.8%	+$2.81K	0.09%	130
2019 Q1	$340K	Sell	5,207 -1	-0%	-$63	0.09%	122
2018 Q4	$327K	Buy	+5,208	New	+$325K	0.1%	121

Other funds holding EFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Windsor Creek Advisors's EFA Position: Q4 2021 in Review

Windsor Creek Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2021 at 5,576 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #95.

Windsor Creek Advisors first reported a position in EFA in Q4 2018 and has held it in 13 quarters since. The position peaked at $448K in Q2 2021. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Windsor Creek Advisors held 5,576 shares of iShares MSCI EAFE ETF worth $437K as of Q4 2021.
Windsor Creek Advisors left its iShares MSCI EAFE ETF share count unchanged in Q4 2021.
iShares MSCI EAFE ETF made up 0.13% of Windsor Creek Advisors's portfolio in Q4 2021, its #95 holding.
Windsor Creek Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 13 quarters since.
Windsor Creek Advisors's iShares MSCI EAFE ETF position peaked at $448K in Q2 2021.
1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.