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Alexandria Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Alexandria Capital’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-859
Closed -$55K – 366
2017
Q3 		$55K Hold
859
– – 0.01% 227
2017
Q2 		$52K Hold
859
– – 0.01% 230
2017
Q1 		$50K Hold
859
– – 0.01% 226
2016
Q4 		$46K Hold
859
– – 0.01% 238
2016
Q3 		$47K Hold
859
– – 0.01% 246
2016
Q2 		$45K Sell
859
-1,538
-64% -$82.2K 0.01% 261
2016
Q1 		$127K Buy
+2,397
New +$122K 0.02% 175

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Alexandria Capital's IEFA Position: Q4 2017 in Review

Alexandria Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2017, closing a stake of 859 shares — an estimated $55K sold.

Alexandria Capital first reported a position in IEFA in Q1 2016 and held it in 7 quarters. The position peaked at $127K in Q1 2016. 656 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • Alexandria Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 859 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $55K.
  • Alexandria Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and held it in 7 quarters.
  • Alexandria Capital's iShares Core MSCI EAFE ETF position peaked at $127K in Q1 2016.
  • 656 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.