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Founders Bank & Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$446K Hold
7,335
– – 0.23% 70
2014
Q3 		$470K Buy
7,335
+495
+7% +$33K 0.26% 61
2014
Q2 		$468K Sell
6,840
-968
-12% -$66.3K 0.26% 62
2014
Q1 		$525K Hold
7,808
– – 0.31% 53
2013
Q4 		$493K Buy
7,808
+30
+0.4% +$1.96K 0.28% 53
2013
Q3 		$496K Hold
7,778
– – 0.25% 49
2013
Q2 		$446K Buy
+7,778
New +$470K 0.24% 51

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Founders Bank & Trust's EFA Position: Q4 2014 in Review

Founders Bank & Trust held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2014 at 7,335 shares worth $446K. The position accounts for 0.23% of the portfolio, ranked #70.

Founders Bank & Trust first reported a position in EFA in Q2 2013 and has held it in 7 quarters since. The position peaked at $525K in Q1 2014. 978 funds tracked by Wall St. Rank hold EFA as of Q4 2014.

  • Founders Bank & Trust held 7,335 shares of iShares MSCI EAFE ETF worth $446K as of Q4 2014.
  • Founders Bank & Trust left its iShares MSCI EAFE ETF share count unchanged in Q4 2014.
  • iShares MSCI EAFE ETF made up 0.23% of Founders Bank & Trust's portfolio in Q4 2014, its #70 holding.
  • Founders Bank & Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's iShares MSCI EAFE ETF position peaked at $525K in Q1 2014.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.