AIM
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Assured Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Assured Investment Management’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
Q4 		– Sell
-1
Closed – – 233
2014
Q3 		$0 Hold
1
– – ﹤0.01% 249
2014
Q2 		$0 Sell
1
-25,459
-100% -$1.74M ﹤0.01% 223
2014
Q1 		$1.71M Buy
+25,460
New +$1.68M 0.03% 213

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Assured Investment Management's EFA Position: Q4 2014 in Review

Assured Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2014, closing a stake of 1 share.

Assured Investment Management first reported a position in EFA in Q1 2014 and held it in 3 quarters. The position peaked at $1.71M in Q1 2014. 978 funds tracked by Wall St. Rank hold EFA as of Q4 2014.

  • Assured Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2014 after selling out during the quarter.
  • Assured Investment Management sold 1 iShares MSCI EAFE ETF share in Q4 2014.
  • Assured Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2014 and held it in 3 quarters.
  • Assured Investment Management's iShares MSCI EAFE ETF position peaked at $1.71M in Q1 2014.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2014.

Based on Assured Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.