Lebenthal Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Lebenthal Wealth 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
2016 Q2	$370K	Buy	+6,637	New	+$382K	1.09%	36

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

Lebenthal Wealth Advisors's EFA Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2016: 6,637 shares worth $370K. The stake represents 1.09% of the portfolio and ranks #36 among its holdings.

1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2016.

Lebenthal Wealth Advisors held 6,637 shares of iShares MSCI EAFE ETF worth $370K as of Q2 2016.
iShares MSCI EAFE ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
iShares MSCI EAFE ETF made up 1.09% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #36 holding.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.