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Carderock Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Carderock Capital 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
2014
Q2 		– Sell
-462
Closed -$31K – 126
2014
Q1 		$31K Buy
+462
New +$30.5K 0.02% 158

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carderock Capital Management's EFA Position: Q2 2014 in Review

Carderock Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2014, closing a stake of 462 shares — an estimated $31K sold.

Carderock Capital Management first reported a position in EFA in Q1 2014 and held it in 1 quarter. The position peaked at $31K in Q1 2014. 916 funds tracked by Wall St. Rank hold EFA as of Q2 2014.

  • Carderock Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2014 after selling out during the quarter.
  • Carderock Capital Management sold 462 iShares MSCI EAFE ETF shares in Q2 2014, an estimated $31K.
  • Carderock Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2014 and held it in 1 quarter.
  • Carderock Capital Management's iShares MSCI EAFE ETF position peaked at $31K in Q1 2014.
  • 916 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2014.

Based on Carderock Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.