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IndexIQ Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

IndexIQ Advisors’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
2018
Q3 		– Sell
-4,130
Closed -$277K – 567
2018
Q2 		$277K Buy
+4,130
New +$290K 0.01% 516
2017
Q2 		– Sell
-789,367
Closed -$49.2M – 569
2017
Q1 		$49.2M Buy
789,367
+575,064
+268% +$34.8M 2.55% 8
2016
Q4 		$12.4M Sell
214,303
-734,468
-77% -$42.4M 0.62% 27
2016
Q3 		$56.1M Buy
948,771
+277,889
+41% +$16.1M 2.76% 9
2016
Q2 		$37.4M Buy
670,882
+173,442
+35% +$9.98M 2.17% 12
2016
Q1 		$28.4M Buy
497,440
+43,271
+10% +$2.38M 1.89% 16
2015
Q4 		$26.7M Sell
454,169
-87,125
-16% -$5.25M 1.71% 14
2015
Q3 		$31M Buy
541,294
+513,286
+1,833% +$31.7M 1.97% 12
2015
Q2 		$1.78M Sell
28,008
-231,471
-89% -$15.4M 0.11% 73
2015
Q1 		$16.7M Buy
259,479
+125,036
+93% +$7.87M 1.06% 22
2014
Q4 		$8.18M Buy
134,443
+50,665
+60% +$3.16M 0.54% 28
2014
Q3 		$5.37M Buy
83,778
+29,947
+56% +$2M 0.4% 29
2014
Q2 		$3.68M Sell
53,831
-810,702
-94% -$55.6M 0.29% 31
2014
Q1 		$58.1M Sell
864,533
-262,080
-23% -$17.3M 5.49% 5
2013
Q4 		$75.6M Buy
1,126,613
+98,329
+10% +$6.42M 7.73% 4
2013
Q3 		$65.6M Buy
1,028,284
+87,544
+9% +$5.36M 7.54% 4
2013
Q2 		$54M Buy
+940,740
New +$56.9M 6.8% 5

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

IndexIQ Advisors's EFA Position: Q3 2018 in Review

IndexIQ Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q3 2018, closing a stake of 4,130 shares — an estimated $277K sold.

IndexIQ Advisors first reported a position in EFA in Q2 2013 and held it in 17 quarters. The position peaked at $75.6M in Q4 2013. 1,288 funds tracked by Wall St. Rank hold EFA as of Q3 2018.

  • IndexIQ Advisors reported no remaining iShares MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 4,130 iShares MSCI EAFE ETF shares in Q3 2018, an estimated $277K.
  • IndexIQ Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 17 quarters.
  • IndexIQ Advisors's iShares MSCI EAFE ETF position peaked at $75.6M in Q4 2013.
  • 1,288 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2018.

Based on IndexIQ Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.