Vector Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Vector Wealth 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
2016 Q4	$452K	Buy	7,828 +247	+3%	+$14.2K	0.32%	44
2016 Q3	$448K	Sell	7,581 -150	-2%	-$8.7K	0.31%	44
2016 Q2	$432K	Buy	7,731 +1,477	+24%	+$85K	0.29%	44
2016 Q1	$358K	Hold	6,254	–	–	0.27%	45
2015 Q4	$367K	Buy	6,254 +2,606	+71%	+$157K	0.29%	44
2015 Q3	$221K	Buy	+3,648	New	+$225K	0.17%	71

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Vector Wealth Management's EFA Position: Q4 2016 in Review

Vector Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q4 2016, buying an estimated $14.2K and bringing the position to 7,828 shares worth $452K. The position accounts for 0.32% of the portfolio, ranked #44.

Vector Wealth Management first reported a position in EFA in Q3 2015 and has held it in 6 quarters since. 1,118 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

Vector Wealth Management held 7,828 shares of iShares MSCI EAFE ETF worth $452K as of Q4 2016.
Vector Wealth Management bought 247 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $14.2K.
iShares MSCI EAFE ETF made up 0.32% of Vector Wealth Management's portfolio in Q4 2016, its #44 holding.
Vector Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 6 quarters since.
1,118 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.