Lehman Financial Resources’s iShares MSCI EAFE ETF EFA Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-1,867	Closed	-$107K	–	140
2015 Q3	$107K	Hold	1,867	–	–	0.05%	82
2015 Q2	$118K	Hold	1,867	–	–	0.06%	77
2015 Q1	$120K	Hold	1,867	–	–	0.06%	81
2014 Q4	$114K	Hold	1,867	–	–	0.06%	86
2014 Q3	$120K	Hold	1,867	–	–	0.06%	77
2014 Q2	$128K	Hold	1,867	–	–	0.06%	75
2014 Q1	$125K	Hold	1,867	–	–	0.06%	77
2013 Q4	$125K	Hold	1,867	–	–	0.08%	75
2013 Q3	$119K	Hold	1,867	–	–	0.08%	70
2013 Q2	$107K	Buy	+1,867	New	+$113K	0.07%	64

Other funds holding EFA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lehman Financial Resources's EFA Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares MSCI EAFE ETF (EFA) in Q4 2015, closing a stake of 1,867 shares — an estimated $107K sold.

Lehman Financial Resources first reported a position in EFA in Q2 2013 and held it in 10 quarters. The position peaked at $128K in Q2 2014. 1,080 funds tracked by Wall St. Rank hold EFA as of Q4 2015.

Lehman Financial Resources reported no remaining iShares MSCI EAFE ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,867 iShares MSCI EAFE ETF shares in Q4 2015, an estimated $107K.
Lehman Financial Resources first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's iShares MSCI EAFE ETF position peaked at $128K in Q2 2014.
1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.