Ancora Family Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$303K Buy
+5,118
New +$297K 0.1% 164
2015
Q4
Sell
-3,724
Closed -$213K 186
2015
Q3
$213K Buy
+3,724
New +$230K 0.09% 176

Other funds holding EFA

Ancora Family Wealth Advisors's EFA Position: Q3 2016 in Review

Ancora Family Wealth Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2016: 5,118 shares worth $303K. The stake represents 0.1% of the portfolio and ranks #164 among its holdings. This is a return to the name: Ancora Family Wealth Advisors previously reported a position in EFA as recently as Q3 2015.

Ancora Family Wealth Advisors first reported a position in EFA in Q3 2015 and has held it in 2 quarters since. 1,014 funds tracked by Wall St. Rank hold EFA as of Q3 2016.

  • Ancora Family Wealth Advisors held 5,118 shares of iShares MSCI EAFE ETF worth $303K as of Q3 2016.
  • iShares MSCI EAFE ETF was a new Ancora Family Wealth Advisors position in Q3 2016.
  • iShares MSCI EAFE ETF made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #164 holding.
  • Ancora Family Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 2 quarters since.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.