Gupta Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Gupta Wealth Management’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
2016 Q1	$565K	Sell	9,879 -52	-0.5%	-$2.87K	0.13%	135
2015 Q4	$583K	Buy	9,931 +2,680	+37%	+$161K	0.15%	126
2015 Q3	$416K	Buy	7,251 +2,533	+54%	+$156K	0.1%	156
2015 Q2	$300K	Buy	4,718 +203	+4%	+$13.5K	0.07%	199
2015 Q1	$290K	Buy	+4,515	New	+$284K	0.09%	178

Other funds holding EFA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gupta Wealth Management's EFA Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.52% in Q1 2016, selling an estimated $2.87K and leaving 9,879 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #135.

Gupta Wealth Management first reported a position in EFA in Q1 2015 and has held it in 5 quarters since. The position peaked at $583K in Q4 2015. 1,039 funds tracked by Wall St. Rank hold EFA as of Q1 2016.

Gupta Wealth Management held 9,879 shares of iShares MSCI EAFE ETF worth $565K as of Q1 2016.
Gupta Wealth Management sold 52 iShares MSCI EAFE ETF shares in Q1 2016, an estimated $2.87K.
iShares MSCI EAFE ETF made up 0.13% of Gupta Wealth Management's portfolio in Q1 2016, its #135 holding.
Gupta Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares MSCI EAFE ETF position peaked at $583K in Q4 2015.
1,039 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.