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Epoch Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Epoch Investment Partners’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
2013
Q3 		– Sell
-3,650
Closed -$209K – 278
2013
Q2 		$209K Buy
+3,650
New +$221K ﹤0.01% 265

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Epoch Investment Partners's EFA Position: Q3 2013 in Review

Epoch Investment Partners sold out of iShares MSCI EAFE ETF (EFA) in Q3 2013, closing a stake of 3,650 shares — an estimated $209K sold.

Epoch Investment Partners first reported a position in EFA in Q2 2013 and held it in 1 quarter. The position peaked at $209K in Q2 2013. 829 funds tracked by Wall St. Rank hold EFA as of Q3 2013.

  • Epoch Investment Partners reported no remaining iShares MSCI EAFE ETF position as of Q3 2013 after selling out during the quarter.
  • Epoch Investment Partners sold 3,650 iShares MSCI EAFE ETF shares in Q3 2013, an estimated $209K.
  • Epoch Investment Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 1 quarter.
  • Epoch Investment Partners's iShares MSCI EAFE ETF position peaked at $209K in Q2 2013.
  • 829 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2013.

Based on Epoch Investment Partners's 13F filing for Q3 2013, filed 13 Nov 2013.