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BB&T Investment Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BB&T Investment 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
2017
Q4 		$4.91M Buy
74,259
+549
+0.7% +$35.8K 0.82% 16
2017
Q3 		$4.74M Buy
73,710
+30,338
+70% +$1.9M 0.94% 14
2017
Q2 		$2.64M Buy
43,372
+15,402
+55% +$930K 0.66% 22
2017
Q1 		$1.62M Buy
27,970
+18,514
+196% +$1.04M 0.63% 26
2016
Q4 		$505K Buy
+9,456
New +$508K 0.37% 70

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 $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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 $27.4B AUM 24.17% 1-Year Est. Return

BB&T Investment Services's IEFA Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.74% in Q4 2017, buying an estimated $35.8K and bringing the position to 74,259 shares worth $4.91M. The position accounts for 0.82% of the portfolio, ranked #16.

BB&T Investment Services first reported a position in IEFA in Q4 2016 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • BB&T Investment Services held 74,259 shares of iShares Core MSCI EAFE ETF worth $4.91M as of Q4 2017.
  • BB&T Investment Services bought 549 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $35.8K.
  • iShares Core MSCI EAFE ETF made up 0.82% of BB&T Investment Services's portfolio in Q4 2017, its #16 holding.
  • BB&T Investment Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.