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Madison Scottsdale’s iShares MSCI EAFE ETF EFA Stock Holding History

Madison Scottsdale’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
2013
Q4 		$272K Hold
4,062
– – 0.25% 9
2013
Q3 		$259K Sell
4,062
-50
-1% -$3.06K 0.25% 18
2013
Q2 		$236K Buy
+4,112
New +$249K 0.23% 27

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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Madison Scottsdale's EFA Position: Q4 2013 in Review

Madison Scottsdale held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2013 at 4,062 shares worth $272K. The position accounts for 0.25% of the portfolio, ranked #9.

Madison Scottsdale first reported a position in EFA in Q2 2013 and has held it in 3 quarters since. 915 funds tracked by Wall St. Rank hold EFA as of Q4 2013.

  • Madison Scottsdale held 4,062 shares of iShares MSCI EAFE ETF worth $272K as of Q4 2013.
  • Madison Scottsdale left its iShares MSCI EAFE ETF share count unchanged in Q4 2013.
  • iShares MSCI EAFE ETF made up 0.25% of Madison Scottsdale's portfolio in Q4 2013, its #9 holding.
  • Madison Scottsdale first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 3 quarters since.
  • 915 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.