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Coyle Financial Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Coyle Financial Counsel’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
Q4 		– Sell
-4,138
Closed -$241K – 32
2016
Q3 		$241K Buy
+4,138
New +$240K 0.35% 40

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coyle Financial Counsel's EFA Position: Q4 2016 in Review

Coyle Financial Counsel sold out of iShares MSCI EAFE ETF (EFA) in Q4 2016, closing a stake of 4,138 shares — an estimated $241K sold.

Coyle Financial Counsel first reported a position in EFA in Q3 2016 and held it in 1 quarter. The position peaked at $241K in Q3 2016. 1,118 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

  • Coyle Financial Counsel reported no remaining iShares MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
  • Coyle Financial Counsel sold 4,138 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $241K.
  • Coyle Financial Counsel first reported a position in iShares MSCI EAFE ETF in Q3 2016 and held it in 1 quarter.
  • Coyle Financial Counsel's iShares MSCI EAFE ETF position peaked at $241K in Q3 2016.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

Based on Coyle Financial Counsel's 13F filing for Q4 2016, filed 31 Jan 2017.