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Carlton Hofferkamp & Jenks Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2016
Q1 		– Sell
-24,851
Closed -$1.44M – 76
2015
Q4 		$1.44M Buy
+24,851
New +$1.5M 1.23% 27

Other funds holding EFA

JP Morgan Chase
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's EFA Position: Q1 2016 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2016, closing a stake of 24,851 shares — an estimated $1.44M sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in EFA in Q4 2015 and held it in 1 quarter. The position peaked at $1.44M in Q4 2015. 1,037 funds tracked by Wall St. Rank hold EFA as of Q1 2016.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2016 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 24,851 iShares MSCI EAFE ETF shares in Q1 2016, an estimated $1.44M.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 1 quarter.
  • Carlton Hofferkamp & Jenks Wealth Management's iShares MSCI EAFE ETF position peaked at $1.44M in Q4 2015.
  • 1,037 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2016.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2016, filed 15 Apr 2016.