Edge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Edge 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
2018 Q2	$9.8M	Buy	146,329 +29,395	+25%	+$2.06M	0.88%	23
2018 Q1	$8.15M	Buy	116,934 +23,430	+25%	+$1.67M	0.77%	30
2017 Q4	$6.57M	Buy	93,504 +23,832	+34%	+$1.66M	0.65%	43
2017 Q3	$4.77M	Buy	69,672 +43,435	+166%	+$2.9M	0.52%	52
2017 Q2	$1.71M	Buy	26,237 +12,657	+93%	+$819K	0.19%	118
2017 Q1	$845K	Buy	13,580 +5,986	+79%	+$362K	0.1%	171
2016 Q4	$438K	Buy	+7,594	New	+$438K	0.06%	231

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edge Advisors's EFA Position: Q2 2018 in Review

Edge Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q2 2018, buying an estimated $2.06M and bringing the position to 146,329 shares worth $9.8M. The position accounts for 0.88% of the portfolio, ranked #23.

Edge Advisors first reported a position in EFA in Q4 2016 and has held it in 7 quarters since. 1,285 funds tracked by Wall St. Rank hold EFA as of Q2 2018.

Edge Advisors held 146,329 shares of iShares MSCI EAFE ETF worth $9.8M as of Q2 2018.
Edge Advisors bought 29,395 iShares MSCI EAFE ETF shares in Q2 2018, an estimated $2.06M.
iShares MSCI EAFE ETF made up 0.88% of Edge Advisors's portfolio in Q2 2018, its #23 holding.
Edge Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 7 quarters since.
1,285 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.