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McNamara Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

McNamara Financial Services’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
2016
Q1 		– Sell
-16,290
Closed -$956K – 54
2015
Q4 		$956K Sell
16,290
-2,750
-14% -$166K 0.94% 46
2015
Q3 		$1.09M Buy
19,040
+400
+2% +$24.7K 1.15% 41
2015
Q2 		$1.18M Sell
18,640
-2,000
-10% -$133K 1.12% 45
2015
Q1 		$1.32M Sell
20,640
-2,255
-10% -$142K 1.22% 43
2014
Q4 		$1.39M Buy
+22,895
New +$1.43M 1.27% 44

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McNamara Financial Services's EFA Position: Q1 2016 in Review

McNamara Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q1 2016, closing a stake of 16,290 shares — an estimated $956K sold.

McNamara Financial Services first reported a position in EFA in Q4 2014 and held it in 5 quarters. The position peaked at $1.39M in Q4 2014. 1,039 funds tracked by Wall St. Rank hold EFA as of Q1 2016.

  • McNamara Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q1 2016 after selling out during the quarter.
  • McNamara Financial Services sold 16,290 iShares MSCI EAFE ETF shares in Q1 2016, an estimated $956K.
  • McNamara Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 5 quarters.
  • McNamara Financial Services's iShares MSCI EAFE ETF position peaked at $1.39M in Q4 2014.
  • 1,039 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2016.

Based on McNamara Financial Services's 13F filing for Q1 2016, filed 13 Apr 2016.