Marco Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Marco Investment Management’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 Q4	–	Sell	-18,335	Closed	-$1.26M	–	183
2017 Q3	$1.26M	Buy	18,335 +30	+0.2%	+$2.01K	0.2%	94
2017 Q2	$1.19M	Buy	18,305 +210	+1%	+$13.6K	0.2%	95
2017 Q1	$1.13M	Hold	18,095	–	–	0.19%	98
2016 Q4	$1.04M	Buy	+18,095	New	+$1.04M	0.18%	104
2016 Q2	–	Sell	-18,000	Closed	-$1.03K	–	182
2016 Q1	$1.03K	Hold	18,000	–	–	0.15%	105
2015 Q4	$1.06M	Buy	18,000 +3,000	+20%	+$181K	0.2%	107
2015 Q3	$860K	Buy	15,000 +5,000	+50%	+$309K	0.17%	109
2015 Q2	$635K	Hold	10,000	–	–	0.11%	125
2015 Q1	$642K	Hold	10,000	–	–	0.11%	117
2014 Q4	$608K	Hold	10,000	–	–	0.08%	126
2014 Q3	$641K	Hold	10,000	–	–	0.09%	118
2014 Q2	$684K	Hold	10,000	–	–	0.13%	110
2014 Q1	$672K	Hold	10,000	–	–	0.14%	104
2013 Q4	$671	Hold	10,000	–	–	0.04%	106
2013 Q3	$638K	Hold	10,000	–	–	0.15%	110
2013 Q2	$573K	Buy	+10,000	New	+$605K	0.17%	88

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marco Investment Management's EFA Position: Q4 2017 in Review

Marco Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2017, closing a stake of 18,335 shares — an estimated $1.26M sold.

Marco Investment Management first reported a position in EFA in Q2 2013 and held it in 16 quarters. The position peaked at $1.26M in Q3 2017. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

Marco Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
Marco Investment Management sold 18,335 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $1.26M.
Marco Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 16 quarters.
Marco Investment Management's iShares MSCI EAFE ETF position peaked at $1.26M in Q3 2017.
1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Marco Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.