King Wealth Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

King Wealth Management Group’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 Q3	–	Sell	-8,835	Closed	-$561K	–	113
2015 Q2	$561K	Buy	8,835 +367	+4%	+$24.4K	0.31%	57
2015 Q1	$543K	Buy	8,468 +395	+5%	+$24.9K	0.31%	53
2014 Q4	$491K	Sell	8,073 -11,656	-59%	-$728K	0.26%	61
2014 Q3	$1.26M	Buy	19,729 +160	+0.8%	+$10.7K	0.79%	32
2014 Q2	$1.34M	Buy	19,569 +961	+5%	+$65.9K	0.82%	32
2014 Q1	$1.25M	Buy	18,608 +2,005	+12%	+$132K	0.86%	30
2013 Q4	$1.11M	Buy	16,603 +12,645	+319%	+$826K	0.64%	41
2013 Q3	$253K	Buy	+3,958	New	+$243K	0.16%	91

Other funds holding EFA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

King Wealth Management Group's EFA Position: Q3 2015 in Review

King Wealth Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q3 2015, closing a stake of 8,835 shares — an estimated $561K sold.

King Wealth Management Group first reported a position in EFA in Q3 2013 and held it in 8 quarters. The position peaked at $1.34M in Q2 2014. 1,000 funds tracked by Wall St. Rank hold EFA as of Q3 2015.

King Wealth Management Group reported no remaining iShares MSCI EAFE ETF position as of Q3 2015 after selling out during the quarter.
King Wealth Management Group sold 8,835 iShares MSCI EAFE ETF shares in Q3 2015, an estimated $561K.
King Wealth Management Group first reported a position in iShares MSCI EAFE ETF in Q3 2013 and held it in 8 quarters.
King Wealth Management Group's iShares MSCI EAFE ETF position peaked at $1.34M in Q2 2014.
1,000 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2015.

Based on King Wealth Management Group's 13F filing for Q3 2015, filed 10 Nov 2015.