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HighTower Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

HighTower Trust’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
Q1 		– Sell
-4,812
Closed -$278K – 157
2016
Q4 		$278K Buy
4,812
+1,089
+29% +$62.8K 0.03% 128
2016
Q3 		$220K Buy
+3,723
New +$216K 0.02% 134
2016
Q2 		– Sell
-3,537
Closed -$202K – 143
2016
Q1 		$202K Sell
3,537
-11
-0.3% -$606 0.03% 131
2015
Q4 		$208K Sell
3,548
-122
-3% -$7.35K 0.03% 147
2015
Q3 		$210K Buy
+3,670
New +$227K 0.04% 129
2014
Q1 		– Sell
-3,517
Closed -$236K – 141
2013
Q4 		$236K Sell
3,517
-390
-10% -$25.5K 0.03% 132
2013
Q3 		$249K Sell
3,907
-290
-7% -$17.8K 0.04% 121
2013
Q2 		$240K Buy
+4,197
New +$254K 0.04% 114

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Trust's EFA Position: Q1 2017 in Review

HighTower Trust sold out of iShares MSCI EAFE ETF (EFA) in Q1 2017, closing a stake of 4,812 shares — an estimated $278K sold.

HighTower Trust first reported a position in EFA in Q2 2013 and held it in 8 quarters. The position peaked at $278K in Q4 2016. 1,129 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

  • HighTower Trust reported no remaining iShares MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • HighTower Trust sold 4,812 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $278K.
  • HighTower Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 8 quarters.
  • HighTower Trust's iShares MSCI EAFE ETF position peaked at $278K in Q4 2016.
  • 1,129 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on HighTower Trust's 13F filing for Q1 2017, filed 15 May 2017.