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Strategic Capital Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Capital 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
2014
Q2 		– Sell
-888
Closed -$60K – 275
2014
Q1 		$60K Sell
888
-4,254
-83% -$281K 0.02% 213
2013
Q4 		$345K Buy
+5,142
New +$336K 0.27% 86
2013
Q3 		– Sell
-616
Closed -$35K – 262
2013
Q2 		$35K Buy
+616
New +$37.2K 0.02% 192

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Capital Group's EFA Position: Q2 2014 in Review

Strategic Capital Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2014, closing a stake of 888 shares — an estimated $60K sold.

Strategic Capital Group first reported a position in EFA in Q2 2013 and held it in 3 quarters. The position peaked at $345K in Q4 2013. 917 funds tracked by Wall St. Rank hold EFA as of Q2 2014.

  • Strategic Capital Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 888 iShares MSCI EAFE ETF shares in Q2 2014, an estimated $60K.
  • Strategic Capital Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 3 quarters.
  • Strategic Capital Group's iShares MSCI EAFE ETF position peaked at $345K in Q4 2013.
  • 917 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.