Willow Street Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
$953K Buy
14,195
+1,450
+11% +$94.7K 0.53% 62
2013
Q3
$813K Buy
+12,745
New +$781K 0.5% 62

Other funds holding EFA

Willow Street Advisors's EFA Position: Q4 2013 in Review

Willow Street Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q4 2013, buying an estimated $94.7K and bringing the position to 14,195 shares worth $953K. The position accounts for 0.53% of the portfolio, ranked #62.

Willow Street Advisors first reported a position in EFA in Q3 2013 and has held it in 2 quarters since. 914 funds tracked by Wall St. Rank hold EFA as of Q4 2013.

  • Willow Street Advisors held 14,195 shares of iShares MSCI EAFE ETF worth $953K as of Q4 2013.
  • Willow Street Advisors bought 1,450 iShares MSCI EAFE ETF shares in Q4 2013, an estimated $94.7K.
  • iShares MSCI EAFE ETF made up 0.53% of Willow Street Advisors's portfolio in Q4 2013, its #62 holding.
  • Willow Street Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 2 quarters since.
  • 914 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.