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Corbenic Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Corbenic Partners’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
2017
Q2 		– Sell
-927
Closed -$58K – 174
2017
Q1 		$58K Sell
927
-1,002
-52% -$60.6K 0.07% 65
2016
Q4 		$111K Buy
1,929
+453
+31% +$26.1K 0.12% 46
2016
Q3 		$87K Hold
1,476
– – 0.09% 51
2016
Q2 		$82K Buy
1,476
+21
+1% +$1.21K 0.08% 51
2016
Q1 		$83K Hold
1,455
– – 0.08% 48
2015
Q4 		$85K Hold
1,455
– – 0.08% 46
2015
Q3 		$83K Buy
1,455
+474
+48% +$29.3K 0.08% 41
2015
Q2 		$62K Hold
981
– – 0.05% 44
2015
Q1 		$63K Sell
981
-237
-19% -$14.9K 0.05% 45
2014
Q4 		$74K Buy
+1,218
New +$76K 0.05% 38

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corbenic Partners's EFA Position: Q2 2017 in Review

Corbenic Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2017, closing a stake of 927 shares — an estimated $58K sold.

Corbenic Partners first reported a position in EFA in Q4 2014 and held it in 10 quarters. The position peaked at $111K in Q4 2016. 1,162 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

  • Corbenic Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
  • Corbenic Partners sold 927 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $58K.
  • Corbenic Partners first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 10 quarters.
  • Corbenic Partners's iShares MSCI EAFE ETF position peaked at $111K in Q4 2016.
  • 1,162 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on Corbenic Partners's 13F filing for Q2 2017, filed 14 Aug 2017.