Sanders Morris Harris’s iShares MSCI EAFE ETF EFA Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-4,433	Closed	-$276K	–	138
2017 Q1	$276K	Hold	4,433	–	–	0.1%	105
2016 Q4	$256K	Hold	4,433	–	–	0.12%	86
2016 Q3	$263K	Hold	4,433	–	–	0.08%	121
2016 Q2	$248K	Sell	4,433 -11,806	-73%	-$679K	0.06%	194
2016 Q1	$928K	Buy	+16,239	New	+$895K	0.16%	126

Other funds holding EFA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sanders Morris Harris's EFA Position: Q2 2017 in Review

Sanders Morris Harris sold out of iShares MSCI EAFE ETF (EFA) in Q2 2017, closing a stake of 4,433 shares — an estimated $276K sold.

Sanders Morris Harris first reported a position in EFA in Q1 2016 and held it in 5 quarters. The position peaked at $928K in Q1 2016. 1,164 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

Sanders Morris Harris reported no remaining iShares MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
Sanders Morris Harris sold 4,433 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $276K.
Sanders Morris Harris first reported a position in iShares MSCI EAFE ETF in Q1 2016 and held it in 5 quarters.
Sanders Morris Harris's iShares MSCI EAFE ETF position peaked at $928K in Q1 2016.
1,164 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on Sanders Morris Harris's 13F filing for Q2 2017, filed 13 Jul 2017.