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Girard Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

Girard Securities’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
2017
Q4 		– Sell
-12,419
Closed -$852K – 25
2017
Q3 		$852K Buy
12,419
+782
+7% +$52.3K 0.75% 34
2017
Q2 		$758K Buy
11,637
+1,390
+14% +$89.9K 0.57% 47
2017
Q1 		$638K Sell
10,247
-621
-6% -$37.5K 0.55% 51
2016
Q4 		$627K Buy
10,868
+2,125
+24% +$123K 0.55% 48
2016
Q3 		$517K Sell
8,743
-1,445
-14% -$83.8K 0.53% 48
2016
Q2 		$568K Buy
10,188
+186
+2% +$10.7K 0.52% 52
2016
Q1 		$570K Sell
10,002
-1,304
-12% -$71.9K 0.56% 47
2015
Q4 		$663K Buy
+11,306
New +$681K 0.66% 43

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Girard Securities's EFA Position: Q4 2017 in Review

Girard Securities sold out of iShares MSCI EAFE ETF (EFA) in Q4 2017, closing a stake of 12,419 shares — an estimated $852K sold.

Girard Securities first reported a position in EFA in Q4 2015 and held it in 8 quarters. The position peaked at $852K in Q3 2017. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

  • Girard Securities reported no remaining iShares MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 12,419 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $852K.
  • Girard Securities first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 8 quarters.
  • Girard Securities's iShares MSCI EAFE ETF position peaked at $852K in Q3 2017.
  • 1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.