Efficient Market Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$48.1M	Buy	1,405,050 +35,210	+3%	+$1.2M	6.62%	6
2016 Q4	$45.3M	Sell	1,369,840 -423,085	-24%	-$13.4M	6.75%	5
2016 Q3	$55.5M	Buy	1,792,925 +15,835	+0.9%	+$489K	8.53%	5
2016 Q2	$53.1M	Sell	1,777,090 -201,435	-10%	-$5.91M	8.71%	5
2016 Q1	$57.1M	Buy	1,978,525 +390,775	+25%	+$10.4M	9.86%	3
2015 Q4	$44.2M	Sell	1,587,750 -193,970	-11%	-$5.54M	9.5%	3
2015 Q3	$48.7M	Buy	1,781,720 +50,695	+3%	+$1.47M	11.57%	2
2015 Q2	$51.9M	Sell	1,731,025 -11,990	-0.7%	-$366K	12.04%	2
2015 Q1	$53M	Buy	1,743,015 +11,005	+0.6%	+$326K	12.19%	3
2014 Q4	$50.2M	Buy	1,732,010 +177,670	+11%	+$4.99M	12.28%	3
2014 Q3	$42.5M	Sell	1,554,340 -12,950	-0.8%	-$365K	11.24%	3
2014 Q2	$44.8M	Sell	1,567,290 -84,875	-5%	-$2.33M	11.38%	2
2014 Q1	$45.4M	Buy	1,652,165 +82,425	+5%	+$2.22M	12.09%	2
2013 Q4	$42M	Buy	1,569,740 +98,695	+7%	+$2.55M	12.42%	2
2013 Q3	$36.5M	Buy	1,471,045 +148,670	+11%	+$3.63M	11.82%	2
2013 Q2	$30.5M	Buy	+1,322,375	New	+$30.7M	11.11%	2

Other funds holding IJH

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Efficient Market Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q1 2017, buying an estimated $1.2M and bringing the position to 1,405,050 shares worth $48.1M. The position accounts for 6.62% of the portfolio, ranked #6.

Efficient Market Advisors first reported a position in IJH in Q2 2013 and has held it in 16 quarters since. The position peaked at $57.1M in Q1 2016. 920 funds tracked by Wall St. Rank hold IJH as of Q1 2017.

Efficient Market Advisors held 1,405,050 shares of iShares Core S&P Mid-Cap ETF worth $48.1M as of Q1 2017.
Efficient Market Advisors bought 35,210 iShares Core S&P Mid-Cap ETF shares in Q1 2017, an estimated $1.2M.
iShares Core S&P Mid-Cap ETF made up 6.62% of Efficient Market Advisors's portfolio in Q1 2017, its #6 holding.
Efficient Market Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's iShares Core S&P Mid-Cap ETF position peaked at $57.1M in Q1 2016.
920 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2017.

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