Foresters Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Foresters Asset Management’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
2019 Q2	$5.48M	Buy	83,373 +5,100	+7%	+$334K	2.82%	3
2019 Q1	$5.07M	Buy	78,273 +6,635	+9%	+$418K	2.63%	3
2018 Q4	$4.26M	Buy	71,638 +2,500	+4%	+$156K	2.37%	6
2018 Q3	$6.03M	Buy	69,138 +5,200	+8%	+$351K	1.99%	11
2018 Q2	$5.64M	Buy	63,938 +7,100	+12%	+$498K	1.98%	14
2018 Q1	$3.42M	Buy	56,838 +1,790	+3%	+$128K	2.53%	12
2017 Q4	$4.94M	Buy	55,048 +3,300	+6%	+$229K	1.97%	11
2017 Q3	$4.43M	Buy	51,748 +2,200	+4%	+$147K	1.71%	11
2017 Q2	$4.2M	Buy	49,548 +25,119	+103%	+$1.63M	1.71%	10
2017 Q1	$2.03M	Sell	24,429 -21,819	-47%	-$1.32M	0.93%	16
2016 Q4	$2.66M	Buy	46,248 +3,400	+8%	+$196K	1.5%	14
2016 Q3	$2.53M	Buy	42,848 +1,800	+4%	+$104K	1.3%	18
2016 Q2	$2.29M	Buy	+41,048	New	+$2.36M	1.19%	22

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foresters Asset Management's EFA Position: Q2 2019 in Review

Foresters Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 6.5% in Q2 2019, buying an estimated $334K and bringing the position to 83,373 shares worth $5.48M. The position accounts for 2.82% of the portfolio, ranked #3.

Foresters Asset Management first reported a position in EFA in Q2 2016 and has held it in 13 quarters since. The position peaked at $6.03M in Q3 2018. 1,389 funds tracked by Wall St. Rank hold EFA as of Q2 2019.

Foresters Asset Management held 83,373 shares of iShares MSCI EAFE ETF worth $5.48M as of Q2 2019.
Foresters Asset Management bought 5,100 iShares MSCI EAFE ETF shares in Q2 2019, an estimated $334K.
iShares MSCI EAFE ETF made up 2.82% of Foresters Asset Management's portfolio in Q2 2019, its #3 holding.
Foresters Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 13 quarters since.
Foresters Asset Management's iShares MSCI EAFE ETF position peaked at $6.03M in Q3 2018.
1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2019.

Based on Foresters Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.