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Stanford Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-2,554
Closed -$147K – 82
2016
Q4 		$147K Hold
2,554
– – 0.07% 65
2016
Q3 		$151K Hold
2,554
– – 0.07% 68
2016
Q2 		$143K Sell
2,554
-260
-9% -$15K 0.07% 72
2016
Q1 		$161K Buy
2,814
+482
+21% +$26.6K 0.09% 59
2015
Q4 		$137K Buy
2,332
+12
+0.5% +$723 0.07% 79
2015
Q3 		$133K Buy
2,320
+342
+17% +$21.1K 0.1% 68
2015
Q2 		$126K Buy
1,978
+1,750
+768% +$117K 0.09% 74
2015
Q1 		$15K Hold
228
– – 0.01% 254
2014
Q4 		$14K Buy
+228
New +$14.2K 0.01% 261

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stanford Investment Group's EFA Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2017, closing a stake of 2,554 shares — an estimated $147K sold.

Stanford Investment Group first reported a position in EFA in Q4 2014 and held it in 9 quarters. The position peaked at $161K in Q1 2016. 1,130 funds tracked by Wall St. Rank hold EFA as of Q1 2017.

  • Stanford Investment Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,554 iShares MSCI EAFE ETF shares in Q1 2017, an estimated $147K.
  • Stanford Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's iShares MSCI EAFE ETF position peaked at $161K in Q1 2016.
  • 1,130 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.