Nan Shan Life Insurance’s iShares MSCI EAFE ETF EFA Stock Holding History

Nan Shan Life Insurance’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
2019 Q1	–	Sell	-149,132	Closed	-$8.77M	–	107
2018 Q4	$8.77M	Hold	149,132	–	–	0.21%	75
2018 Q3	$10.1M	Buy	149,132 +73,746	+98%	+$4.98M	0.2%	75
2018 Q2	$5.05M	Sell	75,386 -140,000	-65%	-$9.82M	0.12%	77
2018 Q1	$15M	Buy	215,386 +70,591	+49%	+$5.03M	0.31%	66
2017 Q4	$10.2M	Sell	144,795 -153,226	-51%	-$10.7M	0.26%	59
2017 Q3	$20.4M	Buy	298,021 +222,766	+296%	+$14.9M	0.42%	44
2017 Q2	$4.91M	Buy	+75,255	New	+$4.87M	0.12%	55
2016 Q3	–	Sell	-29,500	Closed	-$1.65M	–	79
2016 Q2	$1.65M	Hold	29,500	–	–	0.06%	60
2016 Q1	$1.69M	Buy	+29,500	New	+$1.63M	0.07%	64

Other funds holding EFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Nan Shan Life Insurance's EFA Position: Q1 2019 in Review

Nan Shan Life Insurance sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 149,132 shares — an estimated $8.77M sold.

Nan Shan Life Insurance first reported a position in EFA in Q1 2016 and held it in 9 quarters. The position peaked at $20.4M in Q3 2017. 1,388 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

Nan Shan Life Insurance reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
Nan Shan Life Insurance sold 149,132 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $8.77M.
Nan Shan Life Insurance first reported a position in iShares MSCI EAFE ETF in Q1 2016 and held it in 9 quarters.
Nan Shan Life Insurance's iShares MSCI EAFE ETF position peaked at $20.4M in Q3 2017.
1,388 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Nan Shan Life Insurance's 13F filing for Q1 2019, filed 14 May 2019.