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Aris Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$6K Hold
109
– – 0.01% 266
2015
Q2 		$7K Hold
109
– – 0.01% 399
2015
Q1 		$7K Buy
+109
New +$6.86K 0.01% 394

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Aris Wealth Services's EFA Position: Q3 2015 in Review

Aris Wealth Services held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2015 at 109 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #266.

Aris Wealth Services first reported a position in EFA in Q1 2015 and has held it in 3 quarters since. The position peaked at $7K in Q2 2015. 1,000 funds tracked by Wall St. Rank hold EFA as of Q3 2015.

  • Aris Wealth Services held 109 shares of iShares MSCI EAFE ETF worth $6K as of Q3 2015.
  • Aris Wealth Services left its iShares MSCI EAFE ETF share count unchanged in Q3 2015.
  • iShares MSCI EAFE ETF made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #266 holding.
  • Aris Wealth Services first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares MSCI EAFE ETF position peaked at $7K in Q2 2015.
  • 1,000 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.