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

Ballew 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
2018
Q4 		– Sell
-910
Closed -$53K – 256
2018
Q3 		$53K Hold
910
– – 0.05% 157
2018
Q2 		$58K Buy
910
+410
+82% +$27.1K 0.07% 148
2018
Q1 		$33K Buy
+500
New +$33.6K 0.03% 199

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Ballew Advisors's IEFA Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 910 shares — an estimated $53K sold.

Ballew Advisors first reported a position in IEFA in Q1 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

  • Ballew Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 910 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $53K.
  • Ballew Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares Core MSCI EAFE ETF position peaked at $58K in Q2 2018.
  • 892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.