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Boston Research & Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Boston Research & 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
2018
Q2 		– Sell
-3,286
Closed -$228K – 99
2018
Q1 		$228K Hold
3,286
– – 0.12% 90
2017
Q4 		$231K Hold
3,286
– – 0.12% 90
2017
Q3 		$225K Hold
3,286
– – 0.12% 92
2017
Q2 		$214K Hold
3,286
– – 0.12% 91
2017
Q1 		$204K Sell
3,286
-380
-10% -$23K 0.11% 96
2016
Q4 		$211K Sell
3,666
-690
-16% -$39.8K 0.12% 93
2016
Q3 		$257K Sell
4,356
-210
-5% -$12.2K 0.15% 86
2016
Q2 		$254K Sell
4,566
-8,050
-64% -$463K 0.15% 86
2016
Q1 		$721K Sell
12,616
-9,404
-43% -$518K 0.45% 61
2015
Q4 		$1.29M Sell
22,020
-1,095
-5% -$66K 0.8% 51
2015
Q3 		$1.32M Sell
23,115
-650
-3% -$40.1K 0.87% 51
2015
Q2 		$1.51M Hold
23,765
– – 0.95% 48
2015
Q1 		$1.52M Sell
23,765
-315
-1% -$19.8K 0.97% 45
2014
Q4 		$1.47M Sell
24,080
-3,200
-12% -$200K 0.92% 47
2014
Q3 		$1.75M Buy
27,280
+290
+1% +$19.3K 1.18% 44
2014
Q2 		$1.84M Buy
26,990
+746
+3% +$51.1K 1.28% 40
2014
Q1 		$1.76M Buy
26,244
+460
+2% +$30.4K 1.3% 41
2013
Q4 		$1.73M Sell
25,784
-1,238
-5% -$80.9K 1.33% 41
2013
Q3 		$1.72M Buy
27,022
+665
+3% +$40.7K 1.46% 36
2013
Q2 		$1.51M Buy
+26,357
New +$1.59M 1.34% 40

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

Boston Research & Management's EFA Position: Q2 2018 in Review

Boston Research & Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2018, closing a stake of 3,286 shares — an estimated $228K sold.

Boston Research & Management first reported a position in EFA in Q2 2013 and held it in 20 quarters. The position peaked at $1.84M in Q2 2014. 1,285 funds tracked by Wall St. Rank hold EFA as of Q2 2018.

  • Boston Research & Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Boston Research & Management sold 3,286 iShares MSCI EAFE ETF shares in Q2 2018, an estimated $228K.
  • Boston Research & Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 20 quarters.
  • Boston Research & Management's iShares MSCI EAFE ETF position peaked at $1.84M in Q2 2014.
  • 1,285 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2018.

Based on Boston Research & Management's 13F filing for Q2 2018, filed 30 Jul 2018.