CapWealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

CapWealth Advisors’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
2016 Q2	–	Sell	-246	Closed	-$14K	–	288
2016 Q1	$14K	Buy	+246	New	+$13.6K	﹤0.01%	216
2014 Q3	–	Sell	-15	Closed	-$1K	–	366
2014 Q2	$1K	Buy	+15	New	+$1.03K	﹤0.01%	339

Other funds holding EFA

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CapWealth Advisors's EFA Position: Q2 2016 in Review

CapWealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2016, closing a stake of 246 shares — an estimated $14K sold.

CapWealth Advisors first reported a position in EFA in Q2 2014 and held it in 2 quarters. The position peaked at $14K in Q1 2016. 1,026 funds tracked by Wall St. Rank hold EFA as of Q2 2016.

CapWealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2016 after selling out during the quarter.
CapWealth Advisors sold 246 iShares MSCI EAFE ETF shares in Q2 2016, an estimated $14K.
CapWealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2014 and held it in 2 quarters.
CapWealth Advisors's iShares MSCI EAFE ETF position peaked at $14K in Q1 2016.
1,026 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.