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Yellowstone Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Yellowstone Partners’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
Q4 		$397K Buy
5,641
+987
+21% +$68.6K 0.22% 105
2017
Q3 		$319K Buy
+4,654
New +$311K 0.17% 130
2016
Q3 		$452K Buy
+7,651
New +$444K 0.17% 126

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Yellowstone Partners's EFA Position: Q4 2017 in Review

Yellowstone Partners increased its iShares MSCI EAFE ETF (EFA) stake by 21% in Q4 2017, buying an estimated $68.6K and bringing the position to 5,641 shares worth $397K. The position accounts for 0.22% of the portfolio, ranked #105.

Yellowstone Partners first reported a position in EFA in Q3 2016 and has held it in 3 quarters since. The position peaked at $452K in Q3 2016. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

  • Yellowstone Partners held 5,641 shares of iShares MSCI EAFE ETF worth $397K as of Q4 2017.
  • Yellowstone Partners bought 987 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $68.6K.
  • iShares MSCI EAFE ETF made up 0.22% of Yellowstone Partners's portfolio in Q4 2017, its #105 holding.
  • Yellowstone Partners first reported a position in iShares MSCI EAFE ETF in Q3 2016 and has held it in 3 quarters since.
  • Yellowstone Partners's iShares MSCI EAFE ETF position peaked at $452K in Q3 2016.
  • 1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.