WFG
EFA icon

Wills Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Wills Financial 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
2014
Q4 		– Sell
-3,850
Closed -$246K – 78
2014
Q3 		$246K Sell
3,850
-700
-15% -$46.7K 0.21% 71
2014
Q2 		$311K Buy
+4,550
New +$312K 0.26% 66

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wills Financial Group's EFA Position: Q4 2014 in Review

Wills Financial Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2014, closing a stake of 3,850 shares — an estimated $246K sold.

Wills Financial Group first reported a position in EFA in Q2 2014 and held it in 2 quarters. The position peaked at $311K in Q2 2014. 980 funds tracked by Wall St. Rank hold EFA as of Q4 2014.

  • Wills Financial Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2014 after selling out during the quarter.
  • Wills Financial Group sold 3,850 iShares MSCI EAFE ETF shares in Q4 2014, an estimated $246K.
  • Wills Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2014 and held it in 2 quarters.
  • Wills Financial Group's iShares MSCI EAFE ETF position peaked at $311K in Q2 2014.
  • 980 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2014.

Based on Wills Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.