Emery Howard Portfolio Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9.37M | Buy |
119,144
+491
| +0.4% | +$38.9K | 1.21% | 16 |
|
|
2021
Q3 | $9.26M | Hold |
118,653
| – | – | 1.36% | 16 |
|
|
2021
Q2 | $9.36M | Sell |
118,653
-1,710
| -1% | -$136K | 1.38% | 16 |
|
|
2021
Q1 | $9.13M | Hold |
120,363
| – | – | 1.48% | 16 |
|
|
2020
Q4 | $8.78M | Buy |
120,363
+511
| +0.4% | +$34.9K | 1.51% | 15 |
|
|
2020
Q3 | $7.63M | Sell |
119,852
-95
| -0.1% | -$6.08K | 1.52% | 15 |
|
|
2020
Q2 | $7.3M | Buy |
119,947
+22,131
| +23% | +$1.28M | 1.56% | 15 |
|
|
2020
Q1 | $5.23M | Sell |
97,816
-31,280
| -24% | -$1.99M | 1.28% | 16 |
|
|
2019
Q4 | $8.96M | Buy |
129,096
+7,343
| +6% | +$496K | 1.67% | 15 |
|
|
2019
Q3 | $7.94M | Buy |
121,753
+675
| +0.6% | +$43.5K | 1.61% | 14 |
|
|
2019
Q2 | $7.96M | Buy |
121,078
+1,184
| +1% | +$77.5K | 1.61% | 14 |
|
|
2019
Q1 | $7.78M | Buy |
119,894
+246
| +0.2% | +$15.5K | 1.62% | 14 |
|
|
2018
Q4 | $7.03M | Sell |
119,648
-634
| -0.5% | -$39.6K | 1.66% | 14 |
|
|
2018
Q3 | $8.18M | Hold |
120,282
| – | – | 1.68% | 14 |
|
|
2018
Q2 | $8.05M | Buy |
120,282
+2,949
| +3% | +$207K | 1.73% | 14 |
|
|
2018
Q1 | $8.18M | Sell |
117,333
-623
| -0.5% | -$44.4K | 1.76% | 14 |
|
|
2017
Q4 | $8.29M | Sell |
117,956
-167
| -0.1% | -$11.6K | 1.77% | 14 |
|
|
2017
Q3 | $8.09M | Sell |
118,123
-394
| -0.3% | -$26.3K | 1.79% | 14 |
|
|
2017
Q2 | $7.73M | Sell |
118,517
-1,741
| -1% | -$113K | 1.68% | 13 |
|
|
2017
Q1 | $7.49M | Hold |
120,258
| – | – | 1.7% | 14 |
|
|
2016
Q4 | $6.94M | Buy |
120,258
+1,153
| +1% | +$66.5K | 1.64% | 14 |
|
|
2016
Q3 | $7.04M | Sell |
119,105
-1,103
| -0.9% | -$63.9K | 1.68% | 14 |
|
|
2016
Q2 | $6.71M | Buy |
120,208
+2,752
| +2% | +$158K | 1.67% | 14 |
|
|
2016
Q1 | $6.71M | Sell |
117,456
-1,444
| -1% | -$79.6K | 1.7% | 14 |
|
|
2015
Q4 | $6.98M | Buy |
118,900
+5,956
| +5% | +$359K | 1.8% | 15 |
|
|
2015
Q3 | $6.47M | Buy |
112,944
+5,734
| +5% | +$354K | 1.77% | 15 |
|
|
2015
Q2 | $6.81M | Hold |
107,210
| – | – | 1.75% | 14 |
|
|
2015
Q1 | $6.88M | Sell |
107,210
-327
| -0.3% | -$20.6K | 1.77% | 14 |
|
|
2014
Q4 | $6.54M | Buy |
107,537
+1,296
| +1% | +$80.9K | 1.89% | 11 |
|
|
2014
Q3 | $6.81M | Buy |
106,241
+2,489
| +2% | +$166K | 2.15% | 11 |
|
|
2014
Q2 | $7.09M | Buy |
103,752
+506
| +0.5% | +$34.7K | 2.18% | 10 |
|
|
2014
Q1 | $6.94M | Sell |
103,246
-92
| -0.1% | -$6.08K | 2.27% | 10 |
|
|
2013
Q4 | $6.93M | Buy |
103,338
+2,246
| +2% | +$147K | 2.31% | 10 |
|
|
2013
Q3 | $6.45M | Buy |
101,092
+2,363
| +2% | +$145K | 2.37% | 9 |
|
|
2013
Q2 | $5.66M | Buy |
+98,729
| New | +$5.97M | 2.19% | 9 |
|
Other funds holding EFA
Emery Howard Portfolio Management's EFA Position: Q4 2021 in Review
Emery Howard Portfolio Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.41% in Q4 2021, buying an estimated $38.9K and bringing the position to 119,144 shares worth $9.37M. The position accounts for 1.21% of the portfolio, ranked #16.
Emery Howard Portfolio Management first reported a position in EFA in Q2 2013 and has held it in 35 quarters since. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.
- Emery Howard Portfolio Management held 119,144 shares of iShares MSCI EAFE ETF worth $9.37M as of Q4 2021.
- Emery Howard Portfolio Management bought 491 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $38.9K.
- iShares MSCI EAFE ETF made up 1.21% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #16 holding.
- Emery Howard Portfolio Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 35 quarters since.
- 1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.