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Winslow Evans & Crocker’s iShares MSCI EAFE ETF EFA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$132K Buy
1,808
+221
+14% +$15.1K 0.03% 393
2020
Q3 		$101K Hold
1,587
– – 0.03% 356
2020
Q2 		$96K Sell
1,587
-1
-0.1% -$58 0.03% 363
2020
Q1 		$86K Hold
1,588
– – 0.03% 348
2019
Q4 		$114K Hold
1,588
– – 0.03% 378
2019
Q3 		$106K Hold
1,588
– – 0.03% 390
2019
Q2 		$106K Hold
1,588
– – 0.03% 390
2019
Q1 		$106K Hold
1,588
– – 0.03% 373
2018
Q4 		$96K Hold
1,588
– – 0.03% 361
2018
Q3 		$110K Sell
1,588
-594
-27% -$40.1K 0.03% 359
2018
Q2 		$148K Hold
2,182
– – 0.05% 304
2018
Q1 		$152K Buy
2,182
+314
+17% +$22.4K 0.05% 294
2017
Q4 		$131K Hold
1,868
– – 0.04% 320
2017
Q3 		$128K Sell
1,868
-3,457
-65% -$231K 0.04% 316
2017
Q2 		$347K Buy
5,325
+709
+15% +$45.9K 0.1% 228
2017
Q1 		$287K Sell
4,616
-244
-5% -$14.8K 0.09% 233
2016
Q4 		$281K Hold
4,860
– – 0.09% 240
2016
Q3 		$287K Sell
4,860
-26
-0.5% -$1.51K 0.08% 244
2016
Q2 		$273K Sell
4,886
-793
-14% -$45.6K 0.08% 237
2016
Q1 		$325K Sell
5,679
-529
-9% -$29.2K 0.1% 192
2015
Q4 		$364K Buy
6,208
+282
+5% +$17K 0.1% 202
2015
Q3 		$340K Sell
5,926
-1,216
-17% -$75.1K 0.11% 196
2015
Q2 		$453K Buy
7,142
+1,560
+28% +$104K 0.13% 180
2015
Q1 		$358K Hold
5,582
– – 0.1% 213
2014
Q4 		$340K Buy
5,582
+100
+2% +$6.24K 0.1% 213
2014
Q3 		$351K Buy
5,482
+2,667
+95% +$178K 0.1% 221
2014
Q2 		$192K Buy
2,815
+10
+0.4% +$685 0.06% 265
2014
Q1 		$188K Buy
2,805
+50
+2% +$3.3K 0.06% 268
2013
Q4 		$185K Buy
+2,755
New +$180K 0.06% 287

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's EFA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q4 2020, buying an estimated $15.1K and bringing the position to 1,808 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #393.

Winslow Evans & Crocker first reported a position in EFA in Q4 2013 and has held it in 29 quarters since. The position peaked at $453K in Q2 2015. 1,560 funds tracked by Wall St. Rank hold EFA as of Q4 2020.

  • Winslow Evans & Crocker held 1,808 shares of iShares MSCI EAFE ETF worth $132K as of Q4 2020.
  • Winslow Evans & Crocker bought 221 iShares MSCI EAFE ETF shares in Q4 2020, an estimated $15.1K.
  • iShares MSCI EAFE ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #393 holding.
  • Winslow Evans & Crocker first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares MSCI EAFE ETF position peaked at $453K in Q2 2015.
  • 1,560 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.