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

Efficient Market Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$8.48M	Sell	146,274 -5,796	-4%	-$326K	1.17%	17
2016 Q4	$8.16M	Buy	152,070 +59,416	+64%	+$3.19M	1.22%	17
2016 Q3	$5.11M	Sell	92,654 -25,451	-22%	-$1.37M	0.79%	18
2016 Q2	$6.13M	Sell	118,105 -8,894	-7%	-$476K	1%	18
2016 Q1	$6.75M	Buy	126,999 +4,089	+3%	+$209K	1.17%	17
2015 Q4	$6.68M	Buy	122,910 +71,722	+140%	+$3.98M	1.43%	16
2015 Q3	$2.7M	Buy	51,188 +5,509	+12%	+$312K	0.64%	22
2015 Q2	$2.66M	Sell	45,679 -543	-1%	-$33K	0.62%	23
2015 Q1	$2.7M	Buy	46,222 +2,342	+5%	+$134K	0.62%	24
2014 Q4	$2.43M	Buy	+43,880	New	+$2.49M	0.59%	24

Other funds holding IEFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Efficient Market Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q1 2017, selling an estimated $326K and leaving 146,274 shares worth $8.48M. The position accounts for 1.17% of the portfolio, ranked #17.

Efficient Market Advisors first reported a position in IEFA in Q4 2014 and has held it in 10 quarters since. 440 funds tracked by Wall St. Rank hold IEFA as of Q1 2017.

Efficient Market Advisors held 146,274 shares of iShares Core MSCI EAFE ETF worth $8.48M as of Q1 2017.
Efficient Market Advisors sold 5,796 iShares Core MSCI EAFE ETF shares in Q1 2017, an estimated $326K.
iShares Core MSCI EAFE ETF made up 1.17% of Efficient Market Advisors's portfolio in Q1 2017, its #17 holding.
Efficient Market Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 10 quarters since.
440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2017.

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