Delphi Private Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Delphi Private 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
2019 Q1	–	Sell	-800	Closed	-$47K	–	42
2018 Q4	$47K	Sell	800 -3,875	-83%	-$242K	0.26%	16
2018 Q3	$318K	Buy	4,675 +4	+0.1%	+$270	1.08%	8
2018 Q2	$313K	Sell	4,671 -24	-0.5%	-$1.68K	1.04%	8
2018 Q1	$327K	Sell	4,695 -436	-8%	-$31.1K	1.3%	7
2017 Q4	$361K	Buy	5,131 +1,926	+60%	+$134K	0.89%	12
2017 Q3	$219K	Buy	3,205 +1,781	+125%	+$119K	0.64%	12
2017 Q2	$93K	Hold	1,424	–	–	0.19%	23
2017 Q1	$89K	Sell	1,424 -965	-40%	-$58.3K	0.16%	22
2016 Q4	$138K	Hold	2,389	–	–	0.24%	19
2016 Q3	$141K	Buy	2,389 +72	+3%	+$4.17K	0.25%	16
2016 Q2	$129K	Hold	2,317	–	–	0.24%	21
2016 Q1	$132K	Buy	2,317 +148	+7%	+$8.16K	0.24%	20
2015 Q4	$127K	Buy	+2,169	New	+$131K	0.22%	26

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Delphi Private Advisors's EFA Position: Q1 2019 in Review

Delphi Private Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 800 shares — an estimated $47K sold.

Delphi Private Advisors first reported a position in EFA in Q4 2015 and held it in 13 quarters. The position peaked at $361K in Q4 2017. 1,389 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

Delphi Private Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
Delphi Private Advisors sold 800 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $47K.
Delphi Private Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 13 quarters.
Delphi Private Advisors's iShares MSCI EAFE ETF position peaked at $361K in Q4 2017.
1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Delphi Private Advisors's 13F filing for Q1 2019, filed 6 May 2019.