INR Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

INR Advisory Services’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
2019 Q1	$7K	Hold	111	–	–	﹤0.01%	50
2018 Q4	$7K	Buy	111 +48	+76%	+$3K	﹤0.01%	54
2018 Q3	$4K	Sell	63 -602	-91%	-$40.7K	﹤0.01%	39
2018 Q2	$45K	Hold	665	–	–	0.01%	27
2018 Q1	$46K	Sell	665 -1,269	-66%	-$90.5K	0.01%	23
2017 Q4	$136K	Hold	1,934	–	–	0.02%	14
2017 Q3	$132K	Sell	1,934 -406	-17%	-$27.1K	0.02%	13
2017 Q2	$153K	Buy	2,340 +669	+40%	+$43.3K	0.02%	13
2017 Q1	$104K	Sell	1,671 -153	-8%	-$9.25K	0.02%	24
2016 Q4	$105K	Hold	1,824	–	–	0.02%	26
2016 Q3	$108K	Hold	1,824	–	–	0.02%	24
2016 Q2	$102K	Sell	1,824 -387	-18%	-$22.3K	0.02%	25
2016 Q1	$126K	Hold	2,211	–	–	0.02%	23
2015 Q4	$130K	Hold	2,211	–	–	0.02%	23
2015 Q3	$127K	Hold	2,211	–	–	0.03%	23
2015 Q2	$140K	Sell	2,211 -334	-13%	-$22.2K	0.03%	23
2015 Q1	$163K	Sell	2,545 -6,665	-72%	-$420K	0.03%	24
2014 Q4	$560K	Sell	9,210 -374	-4%	-$23.3K	0.11%	21
2014 Q3	$615K	Buy	9,584 +192	+2%	+$12.8K	0.13%	25
2014 Q2	$642K	Sell	9,392 -1,400	-13%	-$95.9K	0.13%	25
2014 Q1	$725K	Sell	10,792 -259	-2%	-$17.1K	0.16%	26
2013 Q4	$741K	Sell	11,051 -226	-2%	-$14.8K	0.17%	25
2013 Q3	$719K	Sell	11,277 -77	-0.7%	-$4.72K	0.19%	25
2013 Q2	$651K	Buy	+11,354	New	+$687K	0.18%	26

Other funds holding EFA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

INR Advisory Services's EFA Position: Q1 2019 in Review

INR Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2019 at 111 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #50.

INR Advisory Services first reported a position in EFA in Q2 2013 and has held it in 24 quarters since. The position peaked at $741K in Q4 2013. 1,389 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

INR Advisory Services held 111 shares of iShares MSCI EAFE ETF worth $7K as of Q1 2019.
INR Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2019.
iShares MSCI EAFE ETF made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #50 holding.
INR Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 24 quarters since.
INR Advisory Services's iShares MSCI EAFE ETF position peaked at $741K in Q4 2013.
1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.