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CCM Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

CCM Investment Advisers’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
2018
Q1 		– Sell
-6,320
Closed -$444K – 77
2017
Q4 		$444K Sell
6,320
-3,285
-34% -$228K 0.09% 70
2017
Q3 		$657K Buy
9,605
+655
+7% +$43.8K 0.13% 68
2017
Q2 		$583K Sell
8,950
-9,305
-51% -$602K 0.11% 69
2017
Q1 		$1.14M Sell
18,255
-2,635
-13% -$159K 0.23% 62
2016
Q4 		$1.21M Sell
20,890
-2,400
-10% -$138K 0.25% 62
2016
Q3 		$1.38M Sell
23,290
-4,610
-17% -$267K 0.29% 59
2016
Q2 		$1.56M Sell
27,900
-13,162
-32% -$757K 0.15% 84
2016
Q1 		$2.35M Sell
41,062
-9,740
-19% -$537K 0.22% 59
2015
Q4 		$2.98M Sell
50,802
-945
-2% -$56.9K 0.28% 52
2015
Q3 		$2.97M Sell
51,747
-8,210
-14% -$507K 0.3% 56
2015
Q2 		$3.81M Buy
59,957
+20
+0% +$1.33K 0.35% 55
2015
Q1 		$3.85M Buy
59,937
+2,415
+4% +$152K 0.38% 63
2014
Q4 		$3.5M Buy
57,522
+3,570
+7% +$223K 0.32% 58
2014
Q3 		$3.46M Sell
53,952
-1,260
-2% -$84.1K 0.31% 59
2014
Q2 		$3.77M Sell
55,212
-4,570
-8% -$313K 0.35% 56
2014
Q1 		$4.02M Buy
59,782
+4,372
+8% +$289K 0.4% 57
2013
Q4 		$3.72M Sell
55,410
-2,390
-4% -$156K 0.35% 69
2013
Q3 		$3.69M Buy
57,800
+5,960
+11% +$365K 0.37% 64
2013
Q2 		$2.97M Buy
+51,840
New +$3.13M 0.31% 74

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCM Investment Advisers's EFA Position: Q1 2018 in Review

CCM Investment Advisers sold out of iShares MSCI EAFE ETF (EFA) in Q1 2018, closing a stake of 6,320 shares — an estimated $444K sold.

CCM Investment Advisers first reported a position in EFA in Q2 2013 and held it in 19 quarters. The position peaked at $4.02M in Q1 2014. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

  • CCM Investment Advisers reported no remaining iShares MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • CCM Investment Advisers sold 6,320 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $444K.
  • CCM Investment Advisers first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 19 quarters.
  • CCM Investment Advisers's iShares MSCI EAFE ETF position peaked at $4.02M in Q1 2014.
  • 1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on CCM Investment Advisers's 13F filing for Q1 2018, filed 9 May 2018.