Boston Private Bank & Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Boston Private Bank & Trust’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 Q1	$5.19M	Buy	80,807 +5,032	+7%	+$317K	0.24%	118
2014 Q4	$4.61M	Sell	75,775 -65	-0.1%	-$4.06K	0.21%	125
2014 Q3	$4.86M	Sell	75,840 -4,315	-5%	-$288K	0.24%	116
2014 Q2	$5.48M	Buy	80,155 +4,061	+5%	+$278K	0.27%	114
2014 Q1	$5.11M	Buy	76,094 +769	+1%	+$50.8K	0.26%	116
2013 Q4	$5.05M	Buy	75,325 +4,037	+6%	+$264K	0.25%	114
2013 Q3	$4.55M	Sell	71,288 -1,200	-2%	-$73.5K	0.25%	116
2013 Q2	$4.15M	Buy	+72,488	New	+$4.38M	0.24%	121

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Boston Private Bank & Trust's EFA Position: Q1 2015 in Review

Boston Private Bank & Trust increased its iShares MSCI EAFE ETF (EFA) stake by 6.6% in Q1 2015, buying an estimated $317K and bringing the position to 80,807 shares worth $5.19M. The position accounts for 0.24% of the portfolio, ranked #118.

Boston Private Bank & Trust first reported a position in EFA in Q2 2013 and has held it in 8 quarters since. The position peaked at $5.48M in Q2 2014. 1,006 funds tracked by Wall St. Rank hold EFA as of Q1 2015.

Boston Private Bank & Trust held 80,807 shares of iShares MSCI EAFE ETF worth $5.19M as of Q1 2015.
Boston Private Bank & Trust bought 5,032 iShares MSCI EAFE ETF shares in Q1 2015, an estimated $317K.
iShares MSCI EAFE ETF made up 0.24% of Boston Private Bank & Trust's portfolio in Q1 2015, its #118 holding.
Boston Private Bank & Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares MSCI EAFE ETF position peaked at $5.48M in Q2 2014.
1,006 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.