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Marshall & Sullivan’s iShares MSCI EAFE ETF EFA Stock Holding History

Marshall & Sullivan’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
2018
Q3 		– Sell
-3,752
Closed -$251K – 56
2018
Q2 		$251K Hold
3,752
– – 0.23% 40
2018
Q1 		$261K Hold
3,752
– – 0.21% 42
2017
Q4 		$264K Hold
3,752
– – 0.21% 40
2017
Q3 		$261K Buy
+3,752
New +$251K 0.24% 37
2017
Q2 		– Sell
-3,752
Closed -$246K – 42
2017
Q1 		$246K Buy
+3,752
New +$227K 0.21% 40

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

Marshall & Sullivan's EFA Position: Q3 2018 in Review

Marshall & Sullivan sold out of iShares MSCI EAFE ETF (EFA) in Q3 2018, closing a stake of 3,752 shares — an estimated $251K sold.

Marshall & Sullivan first reported a position in EFA in Q1 2017 and held it in 5 quarters. The position peaked at $264K in Q4 2017. 1,288 funds tracked by Wall St. Rank hold EFA as of Q3 2018.

  • Marshall & Sullivan reported no remaining iShares MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Marshall & Sullivan sold 3,752 iShares MSCI EAFE ETF shares in Q3 2018, an estimated $251K.
  • Marshall & Sullivan first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 5 quarters.
  • Marshall & Sullivan's iShares MSCI EAFE ETF position peaked at $264K in Q4 2017.
  • 1,288 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.