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Independent Portfolio Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

Independent Portfolio Consultants’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 		$2K Sell
38
-7,928
-100% -$513K ﹤0.01% 774
2017
Q1 		$496K Sell
7,966
-14,523
-65% -$878K 0.17% 209
2016
Q4 		$1.3M Buy
22,489
+13,386
+147% +$772K 0.43% 52
2016
Q3 		$538K Sell
9,103
-2,310
-20% -$134K 0.17% 218
2016
Q2 		$637K Sell
11,413
-595
-5% -$34.2K 0.2% 175
2016
Q1 		$686K Sell
12,008
-10,476
-47% -$577K 0.19% 158
2015
Q4 		$1.32M Sell
22,484
-11,885
-35% -$716K 0.39% 78
2015
Q3 		$1.97M Buy
34,369
+1,010
+3% +$62.4K 0.43% 73
2015
Q2 		$2.12M Buy
33,359
+4,770
+17% +$318K 0.42% 63
2015
Q1 		$1.83M Sell
28,589
-51,147
-64% -$3.22M 0.38% 90
2014
Q4 		$4.85M Buy
79,736
+68,132
+587% +$4.25M 0.98% 5
2014
Q3 		$744K Sell
11,604
-2,302
-17% -$154K 0.2% 137
2014
Q2 		$951K Sell
13,906
-2,915
-17% -$200K 0.27% 92
2014
Q1 		$1.13M Buy
+16,821
New +$1.11M 0.36% 71

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Portfolio Consultants's EFA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares MSCI EAFE ETF (EFA) stake by 100% in Q2 2017, selling an estimated $513K and leaving 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Independent Portfolio Consultants first reported a position in EFA in Q1 2014 and has held it in 14 quarters since. The position peaked at $4.85M in Q4 2014. 1,164 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

  • Independent Portfolio Consultants held 38 shares of iShares MSCI EAFE ETF worth $2K as of Q2 2017.
  • Independent Portfolio Consultants sold 7,928 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $513K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #774 holding.
  • Independent Portfolio Consultants first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's iShares MSCI EAFE ETF position peaked at $4.85M in Q4 2014.
  • 1,164 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.