TG
EFA icon

Threshold Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Threshold 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
Q3 		$3.85M Buy
56,200
+14,402
+34% +$963K 3.07% 10
2017
Q2 		$2.73M Sell
41,798
-148
-0.4% -$9.58K 2.41% 12
2017
Q1 		$2.61M Sell
41,946
-19,507
-32% -$1.18M 2.52% 12
2016
Q4 		$3.55M Buy
61,453
+15,338
+33% +$884K 3.09% 11
2016
Q3 		$2.73M Buy
46,115
+394
+0.9% +$22.8K 2.64% 13
2016
Q2 		$2.55M Sell
45,721
-8,476
-16% -$488K 2.55% 15
2016
Q1 		$3.1M Buy
54,197
+27,713
+105% +$1.53M 4.29% 9
2015
Q4 		$1.55M Buy
+26,484
New +$1.6M 2.06% 15

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Threshold Group's EFA Position: Q3 2017 in Review

Threshold Group increased its iShares MSCI EAFE ETF (EFA) stake by 34% in Q3 2017, buying an estimated $963K and bringing the position to 56,200 shares worth $3.85M. The position accounts for 3.07% of the portfolio, ranked #10.

Threshold Group first reported a position in EFA in Q4 2015 and has held it in 8 quarters since. 1,170 funds tracked by Wall St. Rank hold EFA as of Q3 2017.

  • Threshold Group held 56,200 shares of iShares MSCI EAFE ETF worth $3.85M as of Q3 2017.
  • Threshold Group bought 14,402 iShares MSCI EAFE ETF shares in Q3 2017, an estimated $963K.
  • iShares MSCI EAFE ETF made up 3.07% of Threshold Group's portfolio in Q3 2017, its #10 holding.
  • Threshold Group first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 8 quarters since.
  • 1,170 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.