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Insight 2811 Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight 2811 Inc’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
2016
Q4 		– Sell
-6,130
Closed -$362K – 74
2016
Q3 		$362K Hold
6,130
– – 0.23% 63
2016
Q2 		$342K Sell
6,130
-100
-2% -$5.75K 0.13% 91
2016
Q1 		$356K Sell
6,230
-542
-8% -$29.9K 0.14% 89
2015
Q4 		$398K Buy
6,772
+162
+2% +$9.76K 0.19% 79
2015
Q3 		$379K Sell
6,610
-165
-2% -$10.2K 0.22% 78
2015
Q2 		$430K Sell
6,775
-240
-3% -$16K 0.21% 81
2015
Q1 		$450K Sell
7,015
-1,638
-19% -$103K 0.21% 85
2014
Q4 		$526K Sell
8,653
-7,152
-45% -$446K 0.26% 71
2014
Q3 		$1.01M Sell
15,805
-370
-2% -$24.7K 0.43% 35
2014
Q2 		$1.11M Sell
16,175
-636
-4% -$43.6K 0.46% 32
2014
Q1 		$1.14M Sell
16,811
-243
-1% -$16.1K 0.48% 33
2013
Q4 		$1.14M Sell
17,054
-30,789
-64% -$2.01M 0.57% 29
2013
Q3 		$3.05M Buy
47,843
+8,330
+21% +$510K 1.52% 9
2013
Q2 		$2.26M Buy
+39,513
New +$2.39M 1.25% 15

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight 2811 Inc's EFA Position: Q4 2016 in Review

Insight 2811 Inc sold out of iShares MSCI EAFE ETF (EFA) in Q4 2016, closing a stake of 6,130 shares — an estimated $362K sold.

Insight 2811 Inc first reported a position in EFA in Q2 2013 and held it in 14 quarters. The position peaked at $3.05M in Q3 2013. 1,118 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

  • Insight 2811 Inc reported no remaining iShares MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
  • Insight 2811 Inc sold 6,130 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $362K.
  • Insight 2811 Inc first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 14 quarters.
  • Insight 2811 Inc's iShares MSCI EAFE ETF position peaked at $3.05M in Q3 2013.
  • 1,118 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

Based on Insight 2811 Inc's 13F filing for Q4 2016, filed 7 Feb 2017.