ARS Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

ARS Investment 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
2016 Q4	–	Sell	-5,090	Closed	-$301K	–	160
2016 Q3	$301K	Hold	5,090	–	–	0.07%	82
2016 Q2	$284K	Hold	5,090	–	–	0.06%	87
2016 Q1	$291K	Hold	5,090	–	–	0.07%	83
2015 Q4	$299K	Hold	5,090	–	–	0.07%	79
2015 Q3	$292K	Hold	5,090	–	–	0.07%	79
2015 Q2	$323K	Hold	5,090	–	–	0.06%	81
2015 Q1	$327K	Buy	+5,090	New	+$320K	0.06%	76

Other funds holding EFA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Investment Partners's EFA Position: Q4 2016 in Review

ARS Investment Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2016, closing a stake of 5,090 shares — an estimated $301K sold.

ARS Investment Partners first reported a position in EFA in Q1 2015 and held it in 7 quarters. The position peaked at $327K in Q1 2015. 1,119 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

ARS Investment Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
ARS Investment Partners sold 5,090 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $301K.
ARS Investment Partners first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 7 quarters.
ARS Investment Partners's iShares MSCI EAFE ETF position peaked at $327K in Q1 2015.
1,119 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

Based on ARS Investment Partners's 13F filing for Q4 2016, filed 15 Feb 2017.