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Keel Point Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Keel Point 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
2014
Q4 		$4.72M Buy
+77,546
New +$4.84M 3.79% 6

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Keel Point Advisors's EFA Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2014: 77,546 shares worth $4.72M. The stake represents 3.79% of the portfolio and ranks #6 among its holdings.

978 funds tracked by Wall St. Rank hold EFA as of Q4 2014.

  • Keel Point Advisors held 77,546 shares of iShares MSCI EAFE ETF worth $4.72M as of Q4 2014.
  • iShares MSCI EAFE ETF was a new Keel Point Advisors position in Q4 2014.
  • iShares MSCI EAFE ETF made up 3.79% of Keel Point Advisors's portfolio in Q4 2014, its #6 holding.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.