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Efficient Market Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Efficient Market 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
2017
Q1 		$1.19M Sell
19,054
-1,385
-7% -$83.7K 0.16% 32
2016
Q4 		$1.18M Sell
20,439
-86
-0.4% -$4.96K 0.18% 33
2016
Q3 		$1.21M Sell
20,525
-2,290
-10% -$133K 0.19% 33
2016
Q2 		$1.27M Sell
22,815
-1,248
-5% -$71.8K 0.21% 32
2016
Q1 		$1.38M Buy
24,063
+533
+2% +$29.4K 0.24% 34
2015
Q4 		$1.38M Buy
23,530
+7,509
+47% +$452K 0.3% 32
2015
Q3 		$918K Buy
16,021
+2,034
+15% +$126K 0.22% 33
2015
Q2 		$888K Sell
13,987
-613
-4% -$40.8K 0.21% 34
2015
Q1 		$937K Buy
14,600
+447
+3% +$28.1K 0.22% 34
2014
Q4 		$861K Buy
14,153
+322
+2% +$20.1K 0.21% 34
2014
Q3 		$887K Sell
13,831
-78,069
-85% -$5.21M 0.23% 31
2014
Q2 		$6.28M Sell
91,900
-2,135
-2% -$146K 1.59% 18
2014
Q1 		$6.32M Sell
94,035
-4,370
-4% -$289K 1.68% 17
2013
Q4 		$6.6M Sell
98,405
-2,213
-2% -$145K 1.95% 16
2013
Q3 		$6.42M Sell
100,618
-47
-0% -$2.88K 2.08% 15
2013
Q2 		$5.77M Buy
+100,665
New +$6.09M 2.1% 16

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Efficient Market Advisors's EFA Position: Q1 2017 in Review

Efficient Market Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6.8% in Q1 2017, selling an estimated $83.7K and leaving 19,054 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #32.

Efficient Market Advisors first reported a position in EFA in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.6M in Q4 2013. 1,130 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

  • Efficient Market Advisors held 19,054 shares of iShares MSCI EAFE ETF worth $1.19M as of Q1 2017.
  • Efficient Market Advisors sold 1,385 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $83.7K.
  • iShares MSCI EAFE ETF made up 0.16% of Efficient Market Advisors's portfolio in Q1 2017, its #32 holding.
  • Efficient Market Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 16 quarters since.
  • Efficient Market Advisors's iShares MSCI EAFE ETF position peaked at $6.6M in Q4 2013.
  • 1,130 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.