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Brick & Kyle Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Brick & Kyle 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 		– Sell
-159
Closed -$10K – 167
2017
Q1 		$10K Hold
159
– – 0.01% 343
2016
Q4 		$9K Hold
159
– – 0.01% 350
2016
Q3 		$9K Hold
159
– – 0.01% 353
2016
Q2 		$9K Hold
159
– – 0.01% 350
2016
Q1 		$9K Hold
159
– – 0.01% 350
2015
Q4 		$9K Hold
159
– – 0.01% 346
2015
Q3 		$9K Hold
159
– – 0.01% 347
2015
Q2 		$10K Buy
159
+59
+59% +$3.93K 0.01% 365
2015
Q1 		$6K Hold
100
– – 0.01% 404
2014
Q4 		$6K Buy
+100
New +$6.24K 0.01% 378

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

Brick & Kyle Associates's EFA Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares MSCI EAFE ETF (EFA) in Q2 2017, closing a stake of 159 shares — an estimated $10K sold.

Brick & Kyle Associates first reported a position in EFA in Q4 2014 and held it in 10 quarters. The position peaked at $10K in Q1 2017. 1,162 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

  • Brick & Kyle Associates reported no remaining iShares MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 159 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $10K.
  • Brick & Kyle Associates first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's iShares MSCI EAFE ETF position peaked at $10K in Q1 2017.
  • 1,162 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.