Daniel Devine & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Daniel Devine & Co’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 Q1	–	Sell	-6,200	Closed	-$436K	–	53
2017 Q4	$436K	Hold	6,200	–	–	0.32%	41
2017 Q3	$425K	Buy	+6,200	New	+$414K	0.32%	42

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Daniel Devine & Co's EFA Position: Q1 2018 in Review

Daniel Devine & Co sold out of iShares MSCI EAFE ETF (EFA) in Q1 2018, closing a stake of 6,200 shares — an estimated $436K sold.

Daniel Devine & Co first reported a position in EFA in Q3 2017 and held it in 2 quarters. The position peaked at $436K in Q4 2017. 1,307 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

Daniel Devine & Co reported no remaining iShares MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
Daniel Devine & Co sold 6,200 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $436K.
Daniel Devine & Co first reported a position in iShares MSCI EAFE ETF in Q3 2017 and held it in 2 quarters.
Daniel Devine & Co's iShares MSCI EAFE ETF position peaked at $436K in Q4 2017.
1,307 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on Daniel Devine & Co's 13F filing for Q1 2018, filed 25 Apr 2018.