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Lynch & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Lynch & Associates’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
Q1 		– Sell
-28,915
Closed -$1.76M – 107
2014
Q4 		$1.76M Sell
28,915
-509
-2% -$31.8K 0.95% 36
2014
Q3 		$1.89M Buy
29,424
+1,922
+7% +$128K 1.06% 33
2014
Q2 		$1.88M Buy
27,502
+1,049
+4% +$71.9K 1.07% 32
2014
Q1 		$1.78M Buy
26,453
+14,131
+115% +$934K 1.05% 33
2013
Q4 		$827K Buy
12,322
+730
+6% +$47.7K 0.49% 51
2013
Q3 		$740K Buy
11,592
+853
+8% +$52.3K 0.49% 54
2013
Q2 		$615K Buy
+10,739
New +$649K 0.43% 58

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Lynch & Associates's EFA Position: Q1 2015 in Review

Lynch & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q1 2015, closing a stake of 28,915 shares — an estimated $1.76M sold.

Lynch & Associates first reported a position in EFA in Q2 2013 and held it in 7 quarters. The position peaked at $1.89M in Q3 2014. 1,005 funds tracked by Wall St. Rank hold EFA as of Q1 2015.

  • Lynch & Associates reported no remaining iShares MSCI EAFE ETF position as of Q1 2015 after selling out during the quarter.
  • Lynch & Associates sold 28,915 iShares MSCI EAFE ETF shares in Q1 2015, an estimated $1.76M.
  • Lynch & Associates first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 7 quarters.
  • Lynch & Associates's iShares MSCI EAFE ETF position peaked at $1.89M in Q3 2014.
  • 1,005 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2015.

Based on Lynch & Associates's 13F filing for Q1 2015, filed 13 Apr 2015.