American Economic Planning Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

American Economic Planning Group’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
2016 Q4	–	Sell	-19,590	Closed	-$1.08M	–	61
2016 Q3	$1.08M	Buy	19,590 +336	+2%	+$18.1K	0.43%	14
2016 Q2	$999K	Buy	19,254 +1,275	+7%	+$68.2K	0.4%	17
2016 Q1	$955K	Buy	17,979 +2,589	+17%	+$132K	0.39%	18
2015 Q4	$837K	Sell	15,390 -777	-5%	-$43.1K	0.32%	23
2015 Q3	$854K	Buy	16,167 +1,446	+10%	+$81.9K	0.37%	19
2015 Q2	$858K	Buy	14,721 +7,428	+102%	+$452K	0.35%	19
2015 Q1	$427K	Buy	7,293 +2,702	+59%	+$155K	0.16%	26
2014 Q4	$254K	Buy	+4,591	New	+$260K	0.1%	35

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Economic Planning Group's IEFA Position: Q4 2016 in Review

American Economic Planning Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2016, closing a stake of 19,590 shares — an estimated $1.08M sold.

American Economic Planning Group first reported a position in IEFA in Q4 2014 and held it in 8 quarters. The position peaked at $1.08M in Q3 2016. 389 funds tracked by Wall St. Rank hold IEFA as of Q4 2016.

American Economic Planning Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
American Economic Planning Group sold 19,590 iShares Core MSCI EAFE ETF shares in Q4 2016, an estimated $1.08M.
American Economic Planning Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and held it in 8 quarters.
American Economic Planning Group's iShares Core MSCI EAFE ETF position peaked at $1.08M in Q3 2016.
389 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2016.

Based on American Economic Planning Group's 13F filing for Q4 2016, filed 27 Jan 2017.