Hutchens Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Hutchens Investment 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 Q4	$671K	Buy	9,550 +1,423	+18%	+$98.9K	0.63%	46
2017 Q3	$556K	Sell	8,127 -1,673	-17%	-$112K	0.5%	52
2017 Q2	$638K	Hold	9,800	–	–	0.55%	52
2017 Q1	$610K	Buy	9,800 +640	+7%	+$38.7K	0.54%	54
2016 Q4	$528K	Sell	9,160 -3,580	-28%	-$206K	0.55%	46
2016 Q3	$753K	Sell	12,740 -1,000	-7%	-$58K	0.71%	49
2016 Q2	$766K	Sell	13,740 -50	-0.4%	-$2.88K	0.74%	50
2016 Q1	$788K	Sell	13,790 -2,500	-15%	-$138K	0.79%	48
2015 Q4	$956K	Sell	16,290 -2,750	-14%	-$166K	0.94%	46
2015 Q3	$1.09M	Buy	19,040 +400	+2%	+$24.7K	1.15%	41
2015 Q2	$1.18M	Sell	18,640 -2,000	-10%	-$133K	1.12%	45
2015 Q1	$1.32M	Sell	20,640 -2,255	-10%	-$142K	1.22%	43
2014 Q4	$1.39M	Buy	+22,895	New	+$1.43M	1.27%	44

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hutchens Investment Management's EFA Position: Q4 2017 in Review

Hutchens Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 18% in Q4 2017, buying an estimated $98.9K and bringing the position to 9,550 shares worth $671K. The position accounts for 0.63% of the portfolio, ranked #46.

Hutchens Investment Management first reported a position in EFA in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2014. 1,293 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

Hutchens Investment Management held 9,550 shares of iShares MSCI EAFE ETF worth $671K as of Q4 2017.
Hutchens Investment Management bought 1,423 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $98.9K.
iShares MSCI EAFE ETF made up 0.63% of Hutchens Investment Management's portfolio in Q4 2017, its #46 holding.
Hutchens Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 13 quarters since.
Hutchens Investment Management's iShares MSCI EAFE ETF position peaked at $1.39M in Q4 2014.
1,293 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.