Horan Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Horan Capital 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
2017 Q2	–	Sell	-8,954	Closed	-$557K	–	72
2017 Q1	$557K	Buy	+8,954	New	+$541K	0.13%	61
2015 Q1	–	Sell	-10,337	Closed	-$628K	–	56
2014 Q4	$628K	Buy	10,337 +2,019	+24%	+$126K	0.22%	34
2014 Q3	$533K	Buy	+8,318	New	+$555K	0.18%	35

Other funds holding EFA

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

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horan Capital Management's EFA Position: Q2 2017 in Review

Horan Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2017, closing a stake of 8,954 shares — an estimated $557K sold.

Horan Capital Management first reported a position in EFA in Q3 2014 and held it in 3 quarters. The position peaked at $628K in Q4 2014. 1,164 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

Horan Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
Horan Capital Management sold 8,954 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $557K.
Horan Capital Management first reported a position in iShares MSCI EAFE ETF in Q3 2014 and held it in 3 quarters.
Horan Capital Management's iShares MSCI EAFE ETF position peaked at $628K in Q4 2014.
1,164 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on Horan Capital Management's 13F filing for Q2 2017, filed 17 Jul 2017.