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Cynosure Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cynosure 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
Q3 		$1.12M Hold
16,491
– – 0.47% 10
2018
Q2 		$1.1M Hold
16,491
– – 0.3% 37
2018
Q1 		$1.15M Buy
16,491
+1,001
+6% +$71.4K 0.29% 37
2017
Q4 		$1.09M Buy
+15,490
New +$1.08M 0.25% 39

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

Cynosure Advisors's EFA Position: Q3 2018 in Review

Cynosure Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2018 at 16,491 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #10.

Cynosure Advisors first reported a position in EFA in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.15M in Q1 2018. 1,288 funds tracked by Wall St. Rank hold EFA as of Q3 2018.

  • Cynosure Advisors held 16,491 shares of iShares MSCI EAFE ETF worth $1.12M as of Q3 2018.
  • Cynosure Advisors left its iShares MSCI EAFE ETF share count unchanged in Q3 2018.
  • iShares MSCI EAFE ETF made up 0.47% of Cynosure Advisors's portfolio in Q3 2018, its #10 holding.
  • Cynosure Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 4 quarters since.
  • Cynosure Advisors's iShares MSCI EAFE ETF position peaked at $1.15M in Q1 2018.
  • 1,288 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.