Hefty Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Hefty Wealth Partners’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 Q1	$412K	Sell	5,916 -9,697	-62%	-$691K	0.27%	80
2017 Q4	$1.1M	Buy	15,613 +9,478	+154%	+$659K	0.68%	39
2017 Q3	$420K	Sell	6,135 -16,274	-73%	-$1.09M	0.28%	73
2017 Q2	$1.46M	Buy	22,409 +1,576	+8%	+$102K	1%	34
2017 Q1	$1.3M	Buy	20,833 +16,432	+373%	+$993K	0.94%	40
2016 Q4	$254K	Buy	4,401 +92	+2%	+$5.3K	0.21%	68
2016 Q3	$254K	Sell	4,309 -4,480	-51%	-$260K	0.19%	80
2016 Q2	$490K	Buy	8,789 +1,174	+15%	+$67.6K	0.4%	73
2016 Q1	$435K	Sell	7,615 -8,546	-53%	-$471K	0.41%	73
2015 Q4	$948K	Buy	+16,161	New	+$973K	0.9%	37

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Hefty Wealth Partners's EFA Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 62% in Q1 2018, selling an estimated $691K and leaving 5,916 shares worth $412K. The position accounts for 0.27% of the portfolio, ranked #80.

Hefty Wealth Partners first reported a position in EFA in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.46M in Q2 2017. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

Hefty Wealth Partners held 5,916 shares of iShares MSCI EAFE ETF worth $412K as of Q1 2018.
Hefty Wealth Partners sold 9,697 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $691K.
iShares MSCI EAFE ETF made up 0.27% of Hefty Wealth Partners's portfolio in Q1 2018, its #80 holding.
Hefty Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares MSCI EAFE ETF position peaked at $1.46M in Q2 2017.
1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.