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Drexel Morgan & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Drexel Morgan & 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
2015
Q4 		– Sell
-8,490
Closed -$487K – 98
2015
Q3 		$487K Buy
8,490
+3,845
+83% +$237K 0.63% 48
2015
Q2 		$295K Buy
+4,645
New +$309K 0.35% 73

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Drexel Morgan & Co's EFA Position: Q4 2015 in Review

Drexel Morgan & Co sold out of iShares MSCI EAFE ETF (EFA) in Q4 2015, closing a stake of 8,490 shares — an estimated $487K sold.

Drexel Morgan & Co first reported a position in EFA in Q2 2015 and held it in 2 quarters. The position peaked at $487K in Q3 2015. 1,078 funds tracked by Wall St. Rank hold EFA as of Q4 2015.

  • Drexel Morgan & Co reported no remaining iShares MSCI EAFE ETF position as of Q4 2015 after selling out during the quarter.
  • Drexel Morgan & Co sold 8,490 iShares MSCI EAFE ETF shares in Q4 2015, an estimated $487K.
  • Drexel Morgan & Co first reported a position in iShares MSCI EAFE ETF in Q2 2015 and held it in 2 quarters.
  • Drexel Morgan & Co's iShares MSCI EAFE ETF position peaked at $487K in Q3 2015.
  • 1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2015.

Based on Drexel Morgan & Co's 13F filing for Q4 2015, filed 11 Feb 2016.