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Robertson Stephens Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Robertson Stephens Advisors’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
Q3 		$382K Sell
5,581
-412
-7% -$27.5K 0.33% 52
2017
Q2 		$391K Sell
5,993
-5,131
-46% -$332K 0.35% 50
2017
Q1 		$1.04M Sell
11,124
-43,847
-80% -$2.65M 0.92% 25
2016
Q4 		$3.17M Buy
+54,971
New +$3.17M 1.81% 18

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Advisors's EFA Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6.9% in Q3 2017, selling an estimated $27.5K and leaving 5,581 shares worth $382K. The position accounts for 0.33% of the portfolio, ranked #52.

Robertson Stephens Advisors first reported a position in EFA in Q4 2016 and has held it in 4 quarters since. The position peaked at $3.17M in Q4 2016. 1,169 funds tracked by Wall St. Rank hold EFA as of Q3 2017.

  • Robertson Stephens Advisors held 5,581 shares of iShares MSCI EAFE ETF worth $382K as of Q3 2017.
  • Robertson Stephens Advisors sold 412 iShares MSCI EAFE ETF shares in Q3 2017, an estimated $27.5K.
  • iShares MSCI EAFE ETF made up 0.33% of Robertson Stephens Advisors's portfolio in Q3 2017, its #52 holding.
  • Robertson Stephens Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares MSCI EAFE ETF position peaked at $3.17M in Q4 2016.
  • 1,169 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.