Simply Money Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Simply Money 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
2018 Q1	$4K	Buy	+63	New	+$4.49K	﹤0.01%	34
2016 Q3	–	Sell	-367	Closed	-$20K	–	26
2016 Q2	$20K	Sell	367 -619,265	-100%	-$35.6M	﹤0.01%	27
2016 Q1	$35.4M	Sell	619,632 -26,115	-4%	-$1.44M	5.4%	7
2015 Q4	$37.9M	Buy	645,747 +21,063	+3%	+$1.27M	5.7%	6
2015 Q3	$35.8M	Buy	624,684 +11,964	+2%	+$739K	5.53%	7
2015 Q2	$38.9M	Sell	612,720 -146	-0%	-$9.72K	5.73%	7
2015 Q1	$39.3M	Sell	612,866 -2,740	-0.4%	-$172K	5.69%	7
2014 Q4	$37.5M	Buy	615,606 +28,414	+5%	+$1.77M	5.54%	6
2014 Q3	$37.7M	Buy	587,192 +37,755	+7%	+$2.52M	5.73%	6
2014 Q2	$37.6M	Buy	549,437 +75,123	+16%	+$5.15M	5.71%	8
2014 Q1	$31.9M	Buy	474,314 +21,401	+5%	+$1.41M	4.95%	9
2013 Q4	$30.4M	Buy	452,913 +34,261	+8%	+$2.24M	5.11%	8
2013 Q3	$26.7M	Buy	418,652 +60,122	+17%	+$3.68M	4.55%	9
2013 Q2	$20.5M	Buy	+358,530	New	+$21.7M	3.66%	11

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simply Money Advisors's EFA Position: Q1 2018 in Review

Simply Money Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2018: 63 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #34 among its holdings. This is a return to the name: Simply Money Advisors previously reported a position in EFA as recently as Q2 2016.

Simply Money Advisors first reported a position in EFA in Q2 2013 and has held it in 14 quarters since. The position peaked at $39.3M in Q1 2015. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

Simply Money Advisors held 63 shares of iShares MSCI EAFE ETF worth $4K as of Q1 2018.
iShares MSCI EAFE ETF was a new Simply Money Advisors position in Q1 2018.
iShares MSCI EAFE ETF made up ﹤0.01% of Simply Money Advisors's portfolio in Q1 2018, its #34 holding.
Simply Money Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 14 quarters since.
Simply Money Advisors's iShares MSCI EAFE ETF position peaked at $39.3M in Q1 2015.
1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.