Clarfeld Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Clarfeld Financial 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
2018 Q4	$10.5M	Buy	+178,599	New	+$11.2M	8.72%	3

Other funds holding EFA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarfeld Financial Advisors's EFA Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2018: 178,599 shares worth $10.5M. The stake represents 8.72% of the portfolio and ranks #3 among its holdings.

1,402 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

Clarfeld Financial Advisors held 178,599 shares of iShares MSCI EAFE ETF worth $10.5M as of Q4 2018.
iShares MSCI EAFE ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares MSCI EAFE ETF made up 8.72% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #3 holding.
1,402 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.