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Robert N. Shapiro’s iShares MSCI EAFE ETF EFA Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$12.5M Sell
205,758
-9,531
-4% -$595K 2.5% 2
2014
Q3 		$13.8M Sell
215,289
-1,105
-0.5% -$73.7K 2.62% 3
2014
Q2 		$14.8M Sell
216,394
-3,118
-1% -$214K 2.81% 2
2014
Q1 		$14.8M Sell
219,512
-1,251
-0.6% -$82.7K 2.72% 2
2013
Q4 		$14.8M Sell
220,763
-9,998
-4% -$653K 2.65% 3
2013
Q3 		$14.7M Buy
230,761
+22,757
+11% +$1.39M 2.6% 2
2013
Q2 		$11.9M Buy
+208,004
New +$12.6M 2.5% 2

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Robert N. Shapiro's EFA Position: Q4 2014 in Review

Robert N. Shapiro reduced its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q4 2014, selling an estimated $595K and leaving 205,758 shares worth $12.5M. The position accounts for 2.5% of the portfolio, ranked #2.

Robert N. Shapiro first reported a position in EFA in Q2 2013 and has held it in 7 quarters since. The position peaked at $14.8M in Q4 2013. 978 funds tracked by Wall St. Rank hold EFA as of Q4 2014.

  • Robert N. Shapiro held 205,758 shares of iShares MSCI EAFE ETF worth $12.5M as of Q4 2014.
  • Robert N. Shapiro sold 9,531 iShares MSCI EAFE ETF shares in Q4 2014, an estimated $595K.
  • iShares MSCI EAFE ETF made up 2.5% of Robert N. Shapiro's portfolio in Q4 2014, its #2 holding.
  • Robert N. Shapiro first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares MSCI EAFE ETF position peaked at $14.8M in Q4 2013.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.