FutureAdvisor’s iShares MSCI EAFE ETF EFA Stock Holding History

FutureAdvisor’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
2015 Q3	$260K	Sell	4,538 -210	-4%	-$13K	0.04%	51
2015 Q2	$304K	Buy	4,748 +638	+16%	+$42.5K	0.05%	48
2015 Q1	$262K	Buy	+4,110	New	+$259K	0.06%	51

Other funds holding EFA

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

FutureAdvisor's EFA Position: Q3 2015 in Review

FutureAdvisor reduced its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q3 2015, selling an estimated $13K and leaving 4,538 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #51.

FutureAdvisor first reported a position in EFA in Q1 2015 and has held it in 3 quarters since. The position peaked at $304K in Q2 2015. 1,000 funds tracked by Wall St. Rank hold EFA as of Q3 2015.

FutureAdvisor held 4,538 shares of iShares MSCI EAFE ETF worth $260K as of Q3 2015.
FutureAdvisor sold 210 iShares MSCI EAFE ETF shares in Q3 2015, an estimated $13K.
iShares MSCI EAFE ETF made up 0.04% of FutureAdvisor's portfolio in Q3 2015, its #51 holding.
FutureAdvisor first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 3 quarters since.
FutureAdvisor's iShares MSCI EAFE ETF position peaked at $304K in Q2 2015.
1,000 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.