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FundX Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

FundX Investment Group’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
Q4 		– Sell
-127,000
Closed -$8.1M – 23
2013
Q3 		$8.1M Buy
+127,000
New +$7.78M 3.21% 11

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FundX Investment Group's EFA Position: Q4 2013 in Review

FundX Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2013, closing a stake of 127,000 shares — an estimated $8.1M sold.

FundX Investment Group first reported a position in EFA in Q3 2013 and held it in 1 quarter. The position peaked at $8.1M in Q3 2013. 914 funds tracked by Wall St. Rank hold EFA as of Q4 2013.

  • FundX Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2013 after selling out during the quarter.
  • FundX Investment Group sold 127,000 iShares MSCI EAFE ETF shares in Q4 2013, an estimated $8.1M.
  • FundX Investment Group first reported a position in iShares MSCI EAFE ETF in Q3 2013 and held it in 1 quarter.
  • FundX Investment Group's iShares MSCI EAFE ETF position peaked at $8.1M in Q3 2013.
  • 914 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2013.

Based on FundX Investment Group's 13F filing for Q4 2013, filed 28 Jan 2014.