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Leuthold Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Leuthold 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
2017
Q1 		– Sell
-3,799
Closed -$219K – 221
2016
Q4 		$219K Buy
+3,799
New +$219K 0.02% 206
2015
Q3 		– Sell
-5,339
Closed -$339K – 195
2015
Q2 		$339K Buy
5,339
+1,409
+36% +$93.8K 0.03% 200
2015
Q1 		$252K Buy
+3,930
New +$247K 0.02% 192

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leuthold Group's EFA Position: Q1 2017 in Review

Leuthold Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2017, closing a stake of 3,799 shares — an estimated $219K sold.

Leuthold Group first reported a position in EFA in Q1 2015 and held it in 3 quarters. The position peaked at $339K in Q2 2015. 1,129 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

  • Leuthold Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • Leuthold Group sold 3,799 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $219K.
  • Leuthold Group first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 3 quarters.
  • Leuthold Group's iShares MSCI EAFE ETF position peaked at $339K in Q2 2015.
  • 1,129 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on Leuthold Group's 13F filing for Q1 2017, filed 15 May 2017.