BWFM
EFA icon

Bridgewater Wealth & Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-4,975
Closed -$324K – 57
2017
Q2 		$324K Buy
4,975
+21
+0.4% +$1.36K 0.11% 78
2017
Q1 		$309K Sell
4,954
-6,380
-56% -$386K 0.11% 76
2016
Q4 		$654K Buy
11,334
+5,568
+97% +$321K 0.25% 52
2016
Q3 		$341K Sell
5,766
-100
-2% -$5.8K 0.13% 72
2016
Q2 		$327K Buy
5,866
+29
+0.5% +$1.67K 0.12% 78
2016
Q1 		$334K Buy
+5,837
New +$322K 0.12% 78

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

Bridgewater Wealth & Financial Management's EFA Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2017, closing a stake of 4,975 shares — an estimated $324K sold.

Bridgewater Wealth & Financial Management first reported a position in EFA in Q1 2016 and held it in 6 quarters. The position peaked at $654K in Q4 2016. 1,170 funds tracked by Wall St. Rank hold EFA as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 4,975 iShares MSCI EAFE ETF shares in Q3 2017, an estimated $324K.
  • Bridgewater Wealth & Financial Management first reported a position in iShares MSCI EAFE ETF in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's iShares MSCI EAFE ETF position peaked at $654K in Q4 2016.
  • 1,170 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.