Wealthfront’s iShares MSCI EAFE ETF EFA Stock Holding History

Wealthfront’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 Q3	$434K	Sell	6,381 -6,595	-51%	-$445K	﹤0.01%	403
2018 Q2	$869K	Buy	12,976 +7,939	+158%	+$557K	0.01%	277
2018 Q1	$351K	Buy	5,037 +202	+4%	+$14.4K	﹤0.01%	417
2017 Q4	$340K	Sell	4,835 -8,612	-64%	-$599K	﹤0.01%	417
2017 Q3	$921K	Buy	+13,447	New	+$899K	0.01%	209
2015 Q4	–	Sell	-120	Closed	-$7K	–	493
2015 Q3	$7K	Sell	120 -81	-40%	-$5K	﹤0.01%	1042
2015 Q2	$13K	Buy	201 +9	+5%	+$599	﹤0.01%	757
2015 Q1	$12K	Buy	+192	New	+$12.1K	﹤0.01%	601

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

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

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

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

Wealthfront's EFA Position: Q3 2018 in Review

Wealthfront reduced its iShares MSCI EAFE ETF (EFA) stake by 51% in Q3 2018, selling an estimated $445K and leaving 6,381 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Wealthfront first reported a position in EFA in Q1 2015 and has held it in 8 quarters since. The position peaked at $921K in Q3 2017. 1,289 funds tracked by Wall St. Rank hold EFA as of Q3 2018.

Wealthfront held 6,381 shares of iShares MSCI EAFE ETF worth $434K as of Q3 2018.
Wealthfront sold 6,595 iShares MSCI EAFE ETF shares in Q3 2018, an estimated $445K.
iShares MSCI EAFE ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #403 holding.
Wealthfront first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 8 quarters since.
Wealthfront's iShares MSCI EAFE ETF position peaked at $921K in Q3 2017.
1,289 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.