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

LBA Wealth 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
2017 Q1	$4.51M	Buy	72,479 +4,500	+7%	+$272K	2.38%	10
2016 Q4	$3.92M	Buy	67,979 +16,550	+32%	+$954K	2.15%	10
2016 Q3	$3.04M	Buy	51,429 +1,315	+3%	+$76.2K	1.72%	10
2016 Q2	$2.8M	Buy	50,114 +603	+1%	+$34.7K	1.57%	11
2016 Q1	$2.83M	Sell	49,511 -225	-0.5%	-$12.4K	1.64%	9
2015 Q4	$2.92M	Buy	49,736 +11,350	+30%	+$684K	1.68%	10
2015 Q3	$2.2M	Sell	38,386 -7,803	-17%	-$482K	1.39%	11
2015 Q2	$2.93M	Sell	46,189 -181	-0.4%	-$12.1K	1.84%	9
2015 Q1	$2.98M	Sell	46,370 -530	-1%	-$33.4K	1.88%	9
2014 Q4	$2.85M	Sell	46,900 -4,614	-9%	-$288K	1.89%	9
2014 Q3	$3.3M	Buy	51,514 +321	+0.6%	+$21.4K	2.29%	8
2014 Q2	$35K	Sell	51,193 -150	-0.3%	-$10.3K	0.03%	173
2014 Q1	$3.45M	Sell	51,343 -321	-0.6%	-$21.2K	2.83%	7
2013 Q4	$3.47M	Buy	+51,664	New	+$3.38M	2.85%	7

Other funds holding EFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's EFA Position: Q1 2017 in Review

LBA Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 6.6% in Q1 2017, buying an estimated $272K and bringing the position to 72,479 shares worth $4.51M. The position accounts for 2.38% of the portfolio, ranked #10.

LBA Wealth Management first reported a position in EFA in Q4 2013 and has held it in 14 quarters since. 1,129 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

LBA Wealth Management held 72,479 shares of iShares MSCI EAFE ETF worth $4.51M as of Q1 2017.
LBA Wealth Management bought 4,500 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $272K.
iShares MSCI EAFE ETF made up 2.38% of LBA Wealth Management's portfolio in Q1 2017, its #10 holding.
LBA Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 14 quarters since.
1,129 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.