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Advisor Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Advisor Partners’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
2017
Q4 		– Sell
-19,623
Closed -$1.34M – 571
2017
Q3 		$1.34M Sell
19,623
-2,506
-11% -$168K 0.26% 79
2017
Q2 		$1.44M Buy
22,129
+725
+3% +$46.9K 0.34% 68
2017
Q1 		$1.33M Buy
21,404
+197
+0.9% +$11.9K 0.36% 64
2016
Q4 		$1.22M Sell
21,207
-6,683
-24% -$385K 0.37% 67
2016
Q3 		$1.65M Buy
27,890
+729
+3% +$42.3K 0.55% 43
2016
Q2 		$1.52M Buy
27,161
+2,579
+10% +$148K 0.53% 45
2016
Q1 		$1.41M Buy
24,582
+559
+2% +$30.8K 0.52% 46
2015
Q4 		$1.41M Buy
24,023
+12,488
+108% +$752K 0.48% 58
2015
Q3 		$661K Sell
11,535
-3,750
-25% -$232K 0.28% 100
2015
Q2 		$981K Buy
15,285
+186
+1% +$12.4K 0.38% 78
2015
Q1 		$969K Sell
15,099
-2,651
-15% -$167K 0.41% 68
2014
Q4 		$1.08M Sell
17,750
-631
-3% -$39.4K 0.48% 56
2014
Q3 		$1.18M Buy
18,381
+2,239
+14% +$149K 0.67% 37
2014
Q2 		$1.1M Buy
16,142
+409
+3% +$28K 0.54% 45
2014
Q1 		$1.06M Buy
15,733
+5,261
+50% +$348K 0.58% 44
2013
Q4 		$703K Buy
10,472
+689
+7% +$45K 0.4% 74
2013
Q3 		$624K Sell
9,783
-1,151
-11% -$70.5K 0.45% 77
2013
Q2 		$627K Buy
+10,934
New +$661K 0.51% 58

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Partners's EFA Position: Q4 2017 in Review

Advisor Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2017, closing a stake of 19,623 shares — an estimated $1.34M sold.

Advisor Partners first reported a position in EFA in Q2 2013 and held it in 18 quarters. The position peaked at $1.65M in Q3 2016. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

  • Advisor Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Advisor Partners sold 19,623 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $1.34M.
  • Advisor Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 18 quarters.
  • Advisor Partners's iShares MSCI EAFE ETF position peaked at $1.65M in Q3 2016.
  • 1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.