Gary Goldberg Planning Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Gary Goldberg Planning Services’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	$1.12M	Buy	18,452 +119	+0.6%	+$7.43K	0.47%	44
2014 Q3	$1.18M	Buy	18,333 +623	+4%	+$41.6K	0.49%	48
2014 Q2	$1.21M	Buy	17,710 +1,545	+10%	+$106K	0.53%	44
2014 Q1	$1.09M	Buy	16,165 +3,955	+32%	+$261K	0.53%	45
2013 Q4	$819K	Sell	12,210 -560	-4%	-$36.6K	0.48%	46
2013 Q3	$815K	Sell	12,770 -195	-2%	-$11.9K	0.49%	44
2013 Q2	$743K	Buy	+12,965	New	+$784K	0.47%	43

Other funds holding EFA

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

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

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

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

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

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

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

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

Gary Goldberg Planning Services's EFA Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its iShares MSCI EAFE ETF (EFA) stake by 0.65% in Q4 2014, buying an estimated $7.43K and bringing the position to 18,452 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #44.

Gary Goldberg Planning Services first reported a position in EFA in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2014. 978 funds tracked by Wall St. Rank hold EFA as of Q4 2014.

Gary Goldberg Planning Services held 18,452 shares of iShares MSCI EAFE ETF worth $1.12M as of Q4 2014.
Gary Goldberg Planning Services bought 119 iShares MSCI EAFE ETF shares in Q4 2014, an estimated $7.43K.
iShares MSCI EAFE ETF made up 0.47% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #44 holding.
Gary Goldberg Planning Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's iShares MSCI EAFE ETF position peaked at $1.21M in Q2 2014.
978 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.