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WFG Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

WFG Advisors’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
Q2 		$396K Buy
6,080
+3,400
+127% +$220K 0.09% 234
2017
Q1 		$167K Sell
2,680
-3,359
-56% -$203K 0.04% 369
2016
Q4 		$349K Sell
6,039
-180
-3% -$10.4K 0.09% 253
2016
Q3 		$368K Buy
6,219
+24
+0.4% +$1.39K 0.09% 225
2016
Q2 		$346K Buy
6,195
+76
+1% +$4.37K 0.09% 215
2016
Q1 		$350K Buy
6,119
+2,275
+59% +$125K 0.1% 212
2015
Q4 		$226K Sell
3,844
-1,620
-30% -$97.6K 0.07% 265
2015
Q3 		$313K Sell
5,464
-1,157
-17% -$71.4K 0.1% 207
2015
Q2 		$420K Buy
6,621
+1,049
+19% +$69.8K 0.12% 195
2015
Q1 		$358K Sell
5,572
-975
-15% -$61.4K 0.1% 229
2014
Q4 		$398K Sell
6,547
-3,273
-33% -$204K 0.08% 270
2014
Q3 		$630K Sell
9,820
-526
-5% -$35.1K 0.12% 208
2014
Q2 		$707K Buy
10,346
+237
+2% +$16.2K 0.13% 188
2014
Q1 		$679K Sell
10,109
-2,800
-22% -$185K 0.14% 187
2013
Q4 		$866K Sell
12,909
-1,099
-8% -$71.8K 0.12% 194
2013
Q3 		$894K Sell
14,008
-11,499
-45% -$705K 0.14% 174
2013
Q2 		$1.46M Buy
+25,507
New +$1.54M 0.24% 102

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's EFA Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 127% in Q2 2017, buying an estimated $220K and bringing the position to 6,080 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #234.

WFG Advisors first reported a position in EFA in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2013. 1,162 funds tracked by Wall St. Rank hold EFA as of Q2 2017.

  • WFG Advisors held 6,080 shares of iShares MSCI EAFE ETF worth $396K as of Q2 2017.
  • WFG Advisors bought 3,400 iShares MSCI EAFE ETF shares in Q2 2017, an estimated $220K.
  • iShares MSCI EAFE ETF made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #234 holding.
  • WFG Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares MSCI EAFE ETF position peaked at $1.46M in Q2 2013.
  • 1,162 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.