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Aft Forsyth & Sober’s iShares MSCI EAFE ETF EFA Stock Holding History

Aft Forsyth & Sober’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
2014
Q1 		– Sell
-14,330
Closed -$961K – 43
2013
Q4 		$961K Buy
14,330
+635
+5% +$41.5K 0.2% 20
2013
Q3 		$874K Sell
13,695
-18
-0.1% -$1.1K 0.19% 20
2013
Q2 		$786K Buy
+13,713
New +$829K 0.18% 20

Other funds holding EFA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

Aft Forsyth & Sober's EFA Position: Q1 2014 in Review

Aft Forsyth & Sober sold out of iShares MSCI EAFE ETF (EFA) in Q1 2014, closing a stake of 14,330 shares — an estimated $961K sold.

Aft Forsyth & Sober first reported a position in EFA in Q2 2013 and held it in 3 quarters. The position peaked at $961K in Q4 2013. 901 funds tracked by Wall St. Rank hold EFA as of Q1 2014.

  • Aft Forsyth & Sober reported no remaining iShares MSCI EAFE ETF position as of Q1 2014 after selling out during the quarter.
  • Aft Forsyth & Sober sold 14,330 iShares MSCI EAFE ETF shares in Q1 2014, an estimated $961K.
  • Aft Forsyth & Sober first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 3 quarters.
  • Aft Forsyth & Sober's iShares MSCI EAFE ETF position peaked at $961K in Q4 2013.
  • 901 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2014.

Based on Aft Forsyth & Sober's 13F filing for Q1 2014, filed 12 May 2014.