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Allegis Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Allegis Investment Advisors’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
-68,357
Closed -$4.39M – 256
2017
Q3 		$4.39M Buy
68,357
+1,802
+3% +$113K 1.04% 25
2017
Q2 		$4.05M Buy
+66,555
New +$4.02M 1.03% 22
2016
Q1 		– Sell
-152
Closed -$8K – 519
2015
Q4 		$8K Buy
+152
New +$8.43K ﹤0.01% 726

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Allegis Investment Advisors's IEFA Position: Q4 2017 in Review

Allegis Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2017, closing a stake of 68,357 shares — an estimated $4.39M sold.

Allegis Investment Advisors first reported a position in IEFA in Q4 2015 and held it in 3 quarters. The position peaked at $4.39M in Q3 2017. 656 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • Allegis Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 68,357 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $4.39M.
  • Allegis Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 3 quarters.
  • Allegis Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $4.39M in Q3 2017.
  • 656 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on Allegis Investment Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.