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Arthur M. Cohen & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Arthur M. Cohen & Associates’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
Q2 		$722K Sell
11,102
-1,329
-11% -$86K 0.28% 56
2017
Q1 		$774K Sell
12,431
-11,952
-49% -$723K 0.35% 47
2016
Q4 		$1.41M Buy
+24,383
New +$1.41M 0.75% 33
2014
Q3 		$487K Buy
+7,112
New +$474K 0.23% 74

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arthur M. Cohen & Associates's EFA Position: Q2 2017 in Review

Arthur M. Cohen & Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2017, selling an estimated $86K and leaving 11,102 shares worth $722K. The position accounts for 0.28% of the portfolio, ranked #56.

Arthur M. Cohen & Associates first reported a position in EFA in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2016. 1,163 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

  • Arthur M. Cohen & Associates held 11,102 shares of iShares MSCI EAFE ETF worth $722K as of Q2 2017.
  • Arthur M. Cohen & Associates sold 1,329 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $86K.
  • iShares MSCI EAFE ETF made up 0.28% of Arthur M. Cohen & Associates's portfolio in Q2 2017, its #56 holding.
  • Arthur M. Cohen & Associates first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 4 quarters since.
  • Arthur M. Cohen & Associates's iShares MSCI EAFE ETF position peaked at $1.41M in Q4 2016.
  • 1,163 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2017, filed 27 Jul 2017.