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

Independence 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 Q4	$366K	Hold	5,201	–	–	0.4%	41
2017 Q3	$356K	Hold	5,201	–	–	0.41%	41
2017 Q2	$339K	Hold	5,201	–	–	0.4%	44
2017 Q1	$324K	Hold	5,201	–	–	0.42%	48
2016 Q4	$300K	Hold	5,201	–	–	0.41%	54
2016 Q3	$308K	Hold	5,201	–	–	0.5%	36
2016 Q2	$290K	Hold	5,201	–	–	0.45%	39
2016 Q1	$297K	Hold	5,201	–	–	0.47%	39
2015 Q4	$305K	Hold	5,201	–	–	0.4%	52
2015 Q3	$298K	Sell	5,201 -1,500	-22%	-$92.6K	0.31%	65
2015 Q2	$425K	Hold	6,701	–	–	0.29%	62
2015 Q1	$430K	Hold	6,701	–	–	0.27%	62
2014 Q4	$408K	Buy	6,701 +1,416	+27%	+$88.4K	0.25%	73
2014 Q3	$339K	Buy	5,285 +84	+2%	+$5.6K	0.22%	70
2014 Q2	$356K	Hold	5,201	–	–	0.23%	79
2014 Q1	$350K	Hold	5,201	–	–	0.24%	75
2013 Q4	$349K	Hold	5,201	–	–	0.24%	70
2013 Q3	$332K	Hold	5,201	–	–	0.24%	74
2013 Q2	$298K	Buy	+5,201	New	+$314K	0.21%	74

Other funds holding EFA

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

Independence Trust's EFA Position: Q4 2017 in Review

Independence Trust held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2017 at 5,201 shares worth $366K. The position accounts for 0.4% of the portfolio, ranked #41.

Independence Trust first reported a position in EFA in Q2 2013 and has held it in 19 quarters since. The position peaked at $430K in Q1 2015. 1,293 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

Independence Trust held 5,201 shares of iShares MSCI EAFE ETF worth $366K as of Q4 2017.
Independence Trust left its iShares MSCI EAFE ETF share count unchanged in Q4 2017.
iShares MSCI EAFE ETF made up 0.4% of Independence Trust's portfolio in Q4 2017, its #41 holding.
Independence Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 19 quarters since.
Independence Trust's iShares MSCI EAFE ETF position peaked at $430K in Q1 2015.
1,293 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.