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

Investors Capital 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
2016 Q2	$694K	Buy	12,447 +614	+5%	+$35.3K	0.13%	206
2016 Q1	$676K	Buy	11,833 +122	+1%	+$6.72K	0.13%	206
2015 Q4	$687K	Sell	11,711 -3,352	-22%	-$202K	0.13%	216
2015 Q3	$863K	Buy	15,063 +1,288	+9%	+$79.5K	0.17%	165
2015 Q2	$874K	Sell	13,775 -1,061	-7%	-$70.6K	0.16%	178
2015 Q1	$952K	Buy	14,836 +1,816	+14%	+$114K	0.18%	161
2014 Q4	$792K	Sell	13,020 -170	-1%	-$10.6K	0.15%	190
2014 Q3	$845K	Sell	13,190 -1,418	-10%	-$94.6K	0.17%	178
2014 Q2	$998K	Sell	14,608 -1,188	-8%	-$81.4K	0.16%	198
2014 Q1	$1.06M	Sell	15,796 -6,995	-31%	-$462K	0.23%	123
2013 Q4	$1.53M	Buy	22,791 +3,786	+20%	+$247K	0.36%	58
2013 Q3	$1.21M	Sell	19,005 -2,148	-10%	-$132K	0.31%	81
2013 Q2	$1.21M	Buy	+21,153	New	+$1.28M	0.37%	69

Other funds holding EFA

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Investors Capital Advisory Services's EFA Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 5.2% in Q2 2016, buying an estimated $35.3K and bringing the position to 12,447 shares worth $694K. The position accounts for 0.13% of the portfolio, ranked #206.

Investors Capital Advisory Services first reported a position in EFA in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.53M in Q4 2013. 1,026 funds tracked by Wall St. Rank hold EFA as of Q2 2016.

Investors Capital Advisory Services held 12,447 shares of iShares MSCI EAFE ETF worth $694K as of Q2 2016.
Investors Capital Advisory Services bought 614 iShares MSCI EAFE ETF shares in Q2 2016, an estimated $35.3K.
iShares MSCI EAFE ETF made up 0.13% of Investors Capital Advisory Services's portfolio in Q2 2016, its #206 holding.
Investors Capital Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares MSCI EAFE ETF position peaked at $1.53M in Q4 2013.
1,026 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.