ECAM
EFA icon

East Coast Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

East Coast Asset Management’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
-3,295
Closed -$232K – 77
2017
Q4 		$232K Sell
3,295
-1,761
-35% -$122K 0.06% 84
2017
Q3 		$346K Sell
5,056
-961
-16% -$64.2K 0.09% 80
2017
Q2 		$392K Buy
6,017
+5
+0.1% +$324 0.11% 79
2017
Q1 		$374K Sell
6,012
-2,714
-31% -$164K 0.1% 80
2016
Q4 		$504K Sell
8,726
-52
-0.6% -$3K 0.15% 71
2016
Q3 		$519K Buy
8,778
+92
+1% +$5.33K 0.27% 71
2016
Q2 		$485K Sell
8,686
-1,677
-16% -$96.5K 0.26% 70
2016
Q1 		$592K Sell
10,363
-918
-8% -$50.6K 0.31% 70
2015
Q4 		$662K Sell
11,281
-296
-3% -$17.8K 0.36% 66
2015
Q3 		$664K Sell
11,577
-1,530
-12% -$94.5K 0.41% 66
2015
Q2 		$832K Buy
13,107
+1,699
+15% +$113K 0.44% 65
2015
Q1 		$732K Buy
11,408
+1,190
+12% +$74.9K 0.39% 70
2014
Q4 		$622K Buy
10,218
+105
+1% +$6.55K 0.34% 74
2014
Q3 		$648K Sell
10,113
-1,162
-10% -$77.5K 0.37% 70
2014
Q2 		$771K Hold
11,275
– – 0.42% 66
2014
Q1 		$758K Hold
11,275
– – 0.44% 65
2013
Q4 		$757K Sell
11,275
-1,288
-10% -$84.2K 0.44% 66
2013
Q3 		$802K Buy
12,563
+178
+1% +$10.9K 0.53% 63
2013
Q2 		$710K Buy
+12,385
New +$749K 0.38% 71

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

East Coast Asset Management's EFA Position: Q1 2018 in Review

East Coast Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2018, closing a stake of 3,295 shares — an estimated $232K sold.

East Coast Asset Management first reported a position in EFA in Q2 2013 and held it in 19 quarters. The position peaked at $832K in Q2 2015. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

  • East Coast Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • East Coast Asset Management sold 3,295 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $232K.
  • East Coast Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 19 quarters.
  • East Coast Asset Management's iShares MSCI EAFE ETF position peaked at $832K in Q2 2015.
  • 1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on East Coast Asset Management's 13F filing for Q1 2018, filed 15 May 2018.