WPA
EFA icon

Winning Points Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Winning Points 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 		– Sell
-26,239
Closed -$1.49M – 48
2022
Q3 		$1.49M Sell
26,239
-9,000
-26% -$561K 1.82% 12
2022
Q2 		$2.2M Sell
35,239
-26,400
-43% -$1.8M 2.42% 11
2022
Q1 		$4.54M Sell
61,639
-103,861
-63% -$7.77M 3.53% 6
2021
Q4 		$10.9M Buy
165,500
+95,161
+135% +$7.54M 7.91% 1
2021
Q3 		$5.49M Sell
70,339
-5,661
-7% -$453K 4.02% 5
2021
Q2 		$6M Sell
76,000
-598
-0.8% -$47.5K 4.5% 5
2021
Q1 		$5.81M Buy
76,598
+398
+0.5% +$30K 4.35% 5
2020
Q4 		$5.57M Sell
76,200
-13,500
-15% -$923K 4.48% 6
2020
Q3 		$5.7M Sell
89,700
-100
-0.1% -$6.4K 4.86% 6
2020
Q2 		$5.46M Sell
89,800
-33,000
-27% -$1.91M 5.21% 5
2020
Q1 		$6.54M Sell
122,800
-43,700
-26% -$2.77M 6.39% 2
2019
Q4 		$11.6M Buy
166,500
+1,000
+0.6% +$67.5K 7.38% 2
2019
Q3 		$10.8M Hold
165,500
– – 7.77% 2
2019
Q2 		$10.9M Buy
165,500
+6,500
+4% +$425K 7.91% 1
2019
Q1 		$10.3M Hold
159,000
– – 7.97% 2
2018
Q4 		$9.32M Buy
159,000
+6,000
+4% +$375K 8% 2
2018
Q3 		$10.4M Buy
153,000
+11,000
+8% +$743K 7.65% 3
2018
Q2 		$9.52M Sell
142,000
-200
-0.1% -$14K 7.61% 2
2018
Q1 		$9.76M Buy
142,200
+6,000
+4% +$428K 7.97% 2
2017
Q4 		$9.56M Buy
136,200
+5,500
+4% +$382K 7.78% 2
2017
Q3 		$8.95M Buy
130,700
+3,500
+3% +$234K 7.71% 2
2017
Q2 		$8.28M Buy
127,200
+22,500
+21% +$1.46M 8.09% 2
2017
Q1 		$6.53M Buy
104,700
+49,300
+89% +$2.98M 6.38% 3
2016
Q4 		$3.2M Buy
+55,400
New +$3.19M 3.49% 8

Other funds holding EFA

BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winning Points Advisors's EFA Position: Q4 2022 in Review

Winning Points Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2022, closing a stake of 26,239 shares — an estimated $1.49M sold.

Winning Points Advisors first reported a position in EFA in Q4 2016 and held it in 24 quarters. The position peaked at $11.6M in Q4 2019. 1,701 funds tracked by Wall St. Rank hold EFA as of Q4 2022.

  • Winning Points Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Winning Points Advisors sold 26,239 iShares MSCI EAFE ETF shares in Q4 2022, an estimated $1.49M.
  • Winning Points Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 24 quarters.
  • Winning Points Advisors's iShares MSCI EAFE ETF position peaked at $11.6M in Q4 2019.
  • 1,701 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2022.

Based on Winning Points Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.