Kelman-Lazarov Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Kelman-Lazarov 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 Q2	–	Sell	-1,060	Closed	-$60K	–	381
2016 Q1	$60K	Buy	+1,060	New	+$58.4K	0.04%	173

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

Kelman-Lazarov Inc's EFA Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of iShares MSCI EAFE ETF (EFA) in Q2 2016, closing a stake of 1,060 shares — an estimated $60K sold.

Kelman-Lazarov Inc first reported a position in EFA in Q1 2016 and held it in 1 quarter. The position peaked at $60K in Q1 2016. 1,026 funds tracked by Wall St. Rank hold EFA as of Q2 2016.

Kelman-Lazarov Inc reported no remaining iShares MSCI EAFE ETF position as of Q2 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,060 iShares MSCI EAFE ETF shares in Q2 2016, an estimated $60K.
Kelman-Lazarov Inc first reported a position in iShares MSCI EAFE ETF in Q1 2016 and held it in 1 quarter.
Kelman-Lazarov Inc's iShares MSCI EAFE ETF position peaked at $60K in Q1 2016.
1,026 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.