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Bridgewater Wealth & Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bridgewater Wealth & Financial Management’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
-4,160
Closed -$229K – 113
2016
Q3 		$229K Sell
4,160
-170
-4% -$9.17K 0.08% 100
2016
Q2 		$225K Sell
4,330
-138
-3% -$7.38K 0.08% 102
2016
Q1 		$237K Buy
+4,468
New +$228K 0.09% 98

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bridgewater Wealth & Financial Management's IEFA Position: Q4 2016 in Review

Bridgewater Wealth & Financial Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2016, closing a stake of 4,160 shares — an estimated $229K sold.

Bridgewater Wealth & Financial Management first reported a position in IEFA in Q1 2016 and held it in 3 quarters. The position peaked at $237K in Q1 2016. 390 funds tracked by Wall St. Rank hold IEFA as of Q4 2016.

  • Bridgewater Wealth & Financial Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 4,160 iShares Core MSCI EAFE ETF shares in Q4 2016, an estimated $229K.
  • Bridgewater Wealth & Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and held it in 3 quarters.
  • Bridgewater Wealth & Financial Management's iShares Core MSCI EAFE ETF position peaked at $237K in Q1 2016.
  • 390 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.