Signature Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Signature Financial Management’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
2018 Q4	$496K	Sell	8,449 -8,421	-50%	-$526K	0.12%	71
2018 Q3	$1.15M	Buy	16,870 +112	+0.7%	+$7.56K	0.2%	53
2018 Q2	$1.12M	Hold	16,758	–	–	0.24%	53
2018 Q1	$1.17M	Buy	16,758 +8,760	+110%	+$625K	0.24%	50
2017 Q4	$562K	Hold	7,998	–	–	0.15%	66
2017 Q3	$548K	Hold	7,998	–	–	0.17%	80
2017 Q2	$521K	Hold	7,998	–	–	0.16%	78
2017 Q1	$498K	Buy	+7,998	New	+$483K	0.16%	74
2016 Q4	–	Sell	-8,211	Closed	-$485K	–	136
2016 Q3	$485K	Buy	+8,211	New	+$476K	0.2%	63
2013 Q3	–	Sell	-215	Closed	-$12K	–	72
2013 Q2	$12K	Buy	+215	New	+$13K	0.01%	74

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Signature Financial Management's EFA Position: Q4 2018 in Review

Signature Financial Management reduced its iShares MSCI EAFE ETF (EFA) stake by 50% in Q4 2018, selling an estimated $526K and leaving 8,449 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #71.

Signature Financial Management first reported a position in EFA in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2018. 1,402 funds tracked by Wall St. Rank hold EFA as of Q4 2018.

Signature Financial Management held 8,449 shares of iShares MSCI EAFE ETF worth $496K as of Q4 2018.
Signature Financial Management sold 8,421 iShares MSCI EAFE ETF shares in Q4 2018, an estimated $526K.
iShares MSCI EAFE ETF made up 0.12% of Signature Financial Management's portfolio in Q4 2018, its #71 holding.
Signature Financial Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 10 quarters since.
Signature Financial Management's iShares MSCI EAFE ETF position peaked at $1.17M in Q1 2018.
1,402 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.