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Karpus Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Karpus Investment Management’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
2015
Q1 		– Sell
-4,200
Closed -$256K – 197
2014
Q4 		$256K Buy
+4,200
New +$262K 0.01% 179

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Karpus Investment Management's EFA Position: Q1 2015 in Review

Karpus Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2015, closing a stake of 4,200 shares — an estimated $256K sold.

Karpus Investment Management first reported a position in EFA in Q4 2014 and held it in 1 quarter. The position peaked at $256K in Q4 2014. 1,005 funds tracked by Wall St. Rank hold EFA as of Q1 2015.

  • Karpus Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2015 after selling out during the quarter.
  • Karpus Investment Management sold 4,200 iShares MSCI EAFE ETF shares in Q1 2015, an estimated $256K.
  • Karpus Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 1 quarter.
  • Karpus Investment Management's iShares MSCI EAFE ETF position peaked at $256K in Q4 2014.
  • 1,005 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2015.

Based on Karpus Investment Management's 13F filing for Q1 2015, filed 15 May 2015.