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Convergent Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Convergent Wealth 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
2015
Q3 		$23.7M Buy
+413,139
New +$25.5M 5.36% 5

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

Convergent Wealth Advisors's EFA Position: Q3 2015 in Review

Convergent Wealth Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2015: 413,139 shares worth $23.7M. The stake represents 5.36% of the portfolio and ranks #5 among its holdings.

1,000 funds tracked by Wall St. Rank hold EFA as of Q3 2015.

  • Convergent Wealth Advisors held 413,139 shares of iShares MSCI EAFE ETF worth $23.7M as of Q3 2015.
  • iShares MSCI EAFE ETF was a new Convergent Wealth Advisors position in Q3 2015.
  • iShares MSCI EAFE ETF made up 5.36% of Convergent Wealth Advisors's portfolio in Q3 2015, its #5 holding.
  • 1,000 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.