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

CT 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
2017 Q1	$372K	Sell	5,973 -40	-0.7%	-$2.42K	0.23%	99
2016 Q4	$347K	Buy	6,013 +785	+15%	+$45.3K	0.22%	103
2016 Q3	$309K	Sell	5,228 -606	-10%	-$35.1K	0.19%	106
2016 Q2	$326K	Sell	5,834 -1,204	-17%	-$69.3K	0.2%	102
2016 Q1	$402K	Hold	7,038	–	–	0.23%	98
2015 Q4	$413K	Buy	7,038 +2	+0%	+$120	0.24%	94
2015 Q3	$403K	Buy	7,036 +68	+1%	+$4.2K	0.25%	91
2015 Q2	$442K	Buy	6,968 +194	+3%	+$12.9K	0.25%	96
2015 Q1	$435K	Sell	6,774 -267	-4%	-$16.8K	0.24%	99
2014 Q4	$428K	Buy	+7,041	New	+$440K	0.32%	75
2014 Q1	$435K	Buy	+6,774	New	+$448K	0.24%	99

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CT Financial Advisors's EFA Position: Q1 2017 in Review

CT Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.67% in Q1 2017, selling an estimated $2.42K and leaving 5,973 shares worth $372K. The position accounts for 0.23% of the portfolio, ranked #99.

CT Financial Advisors first reported a position in EFA in Q1 2014 and has held it in 11 quarters since. The position peaked at $442K in Q2 2015. 1,129 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

CT Financial Advisors held 5,973 shares of iShares MSCI EAFE ETF worth $372K as of Q1 2017.
CT Financial Advisors sold 40 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $2.42K.
iShares MSCI EAFE ETF made up 0.23% of CT Financial Advisors's portfolio in Q1 2017, its #99 holding.
CT Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares MSCI EAFE ETF position peaked at $442K in Q2 2015.
1,129 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.