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Aris Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$808K Buy
15,301
+2,165
+16% +$123K 1.7% 21
2015
Q2 		$766K Buy
13,136
+209
+2% +$12.7K 0.7% 52
2015
Q1 		$756K Buy
12,927
+2,099
+19% +$120K 0.71% 49
2014
Q4 		$599K Buy
10,828
+924
+9% +$52.4K 0.67% 57
2014
Q3 		$577K Buy
9,904
+1,939
+24% +$118K 0.72% 52
2014
Q2 		$496K Sell
7,965
-4,101
-34% -$254K 0.65% 60
2014
Q1 		$737K Buy
+12,066
New +$723K 1.08% 19
2013
Q4 		– Sell
-10,860
Closed -$626K – 100
2013
Q3 		$626K Buy
+10,860
New +$599K 1.15% 21

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Aris Wealth Services's IEFA Position: Q3 2015 in Review

Aris Wealth Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q3 2015, buying an estimated $123K and bringing the position to 15,301 shares worth $808K. The position accounts for 1.7% of the portfolio, ranked #21.

Aris Wealth Services first reported a position in IEFA in Q3 2013 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold IEFA as of Q3 2015.

  • Aris Wealth Services held 15,301 shares of iShares Core MSCI EAFE ETF worth $808K as of Q3 2015.
  • Aris Wealth Services bought 2,165 iShares Core MSCI EAFE ETF shares in Q3 2015, an estimated $123K.
  • iShares Core MSCI EAFE ETF made up 1.7% of Aris Wealth Services's portfolio in Q3 2015, its #21 holding.
  • Aris Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and has held it in 8 quarters since.
  • 207 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.