Edelman Financial Services
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Edelman Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-1,996,459
Closed -$136M – 5
2018
Q3 		$136M Buy
1,996,459
+105,268
+6% +$7.11M 1.23% 12
2018
Q2 		$127M Buy
1,891,191
+64,339
+4% +$4.51M 1.2% 12
2018
Q1 		$127M Buy
1,826,852
+13,211
+0.7% +$942K 1.26% 11
2017
Q4 		$128M Buy
1,813,641
+53,057
+3% +$3.69M 1.3% 10
2017
Q3 		$121M Buy
1,760,584
+56,992
+3% +$3.81M 1.29% 10
2017
Q2 		$111M Sell
1,703,592
-13,127
-0.8% -$849K 1.26% 10
2017
Q1 		$107M Buy
1,716,719
+111,605
+7% +$6.75M 1.26% 10
2016
Q4 		$92.7M Buy
1,605,114
+115,938
+8% +$6.69M 1.17% 11
2016
Q3 		$88.1M Buy
1,489,176
+67,989
+5% +$3.94M 1.15% 11
2016
Q2 		$79.3M Buy
1,421,187
+70,219
+5% +$4.04M 1.08% 11
2016
Q1 		$77.2M Buy
1,350,968
+132,128
+11% +$7.28M 1.12% 11
2015
Q4 		$71.6M Buy
1,218,840
+52,942
+5% +$3.19M 1.08% 11
2015
Q3 		$66.8M Buy
1,165,898
+51,180
+5% +$3.16M 1.08% 10
2015
Q2 		$70.8M Buy
1,114,718
+37,461
+3% +$2.49M 1.09% 11
2015
Q1 		$69.1M Buy
1,077,257
+88,119
+9% +$5.55M 1.08% 11
2014
Q4 		$60.2M Buy
989,138
+110,182
+13% +$6.88M 0.98% 11
2014
Q3 		$56.4M Buy
878,956
+74,868
+9% +$4.99M 0.97% 11
2014
Q2 		$55M Buy
804,088
+57,596
+8% +$3.95M 0.95% 11
2014
Q1 		$50.2M Buy
746,492
+68,120
+10% +$4.5M 0.94% 10
2013
Q4 		$45.5M Buy
678,372
+64,134
+10% +$4.19M 0.9% 11
2013
Q3 		$39.2M Buy
614,238
+47,018
+8% +$2.88M 0.8% 14
2013
Q2 		$32.5M Buy
+567,220
New +$34.3M 0.72% 15

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edelman Financial Services's EFA Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q4 2018, closing a stake of 1,996,459 shares — an estimated $136M sold.

Edelman Financial Services first reported a position in EFA in Q2 2013 and held it in 22 quarters. The position peaked at $136M in Q3 2018. 1,402 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 1,996,459 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $136M.
  • Edelman Financial Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares MSCI EAFE ETF position peaked at $136M in Q3 2018.
  • 1,402 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.