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Bell Rock Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bell Rock Capital’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
2019
Q2 		– Sell
-16
Closed – – 417
2019
Q1 		$0 Hold
16
– – ﹤0.01% 435
2018
Q4 		$0 Hold
16
– – ﹤0.01% 441
2018
Q3 		$1K Hold
16
– – ﹤0.01% 414
2018
Q2 		$1K Hold
16
– – ﹤0.01% 435
2018
Q1 		$1K Buy
+16
New +$1.07K ﹤0.01% 433
2017
Q1 		– Sell
-62
Closed -$3K – 360
2016
Q4 		$3K Buy
+62
New +$3.33K ﹤0.01% 326

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bell Rock Capital's IEFA Position: Q2 2019 in Review

Bell Rock Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2019, closing a stake of 16 shares.

Bell Rock Capital first reported a position in IEFA in Q4 2016 and held it in 6 quarters. The position peaked at $3K in Q4 2016. 943 funds tracked by Wall St. Rank hold IEFA as of Q2 2019.

  • Bell Rock Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 16 iShares Core MSCI EAFE ETF shares in Q2 2019.
  • Bell Rock Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 6 quarters.
  • Bell Rock Capital's iShares Core MSCI EAFE ETF position peaked at $3K in Q4 2016.
  • 943 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.