Gilbert & Cook’s iShares MSCI EAFE ETF EFA Stock Holding History

Gilbert & Cook’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
2018 Q3	–	Sell	-3,997	Closed	-$268K	–	101
2018 Q2	$268K	Hold	3,997	–	–	0.09%	75
2018 Q1	$279K	Hold	3,997	–	–	0.1%	66
2017 Q4	$281K	Hold	3,997	–	–	0.1%	63
2017 Q3	$274K	Sell	3,997 -605	-13%	-$40.4K	0.1%	62
2017 Q2	$300K	Hold	4,602	–	–	0.11%	98
2017 Q1	$287K	Sell	4,602 -1,399	-23%	-$84.6K	0.12%	58
2016 Q4	$346K	Buy	+6,001	New	+$346K	0.15%	51

Other funds holding EFA

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gilbert & Cook's EFA Position: Q3 2018 in Review

Gilbert & Cook sold out of iShares MSCI EAFE ETF (EFA) in Q3 2018, closing a stake of 3,997 shares — an estimated $268K sold.

Gilbert & Cook first reported a position in EFA in Q4 2016 and held it in 7 quarters. The position peaked at $346K in Q4 2016. 1,289 funds tracked by Wall St. Rank hold EFA as of Q3 2018.

Gilbert & Cook reported no remaining iShares MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
Gilbert & Cook sold 3,997 iShares MSCI EAFE ETF shares in Q3 2018, an estimated $268K.
Gilbert & Cook first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 7 quarters.
Gilbert & Cook's iShares MSCI EAFE ETF position peaked at $346K in Q4 2016.
1,289 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2018.

Based on Gilbert & Cook's 13F filing for Q3 2018, filed 7 Nov 2018.