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Cannell & Spears’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cannell & Spears’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
2020
Q1 		– Sell
-5,520
Closed -$360K – 232
2019
Q4 		$360K Buy
+5,520
New +$350K 0.04% 133

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cannell & Spears's IEFA Position: Q1 2020 in Review

Cannell & Spears sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 5,520 shares — an estimated $360K sold.

Cannell & Spears first reported a position in IEFA in Q4 2019 and held it in 1 quarter. The position peaked at $360K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Cannell & Spears reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Cannell & Spears sold 5,520 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $360K.
  • Cannell & Spears first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Cannell & Spears's iShares Core MSCI EAFE ETF position peaked at $360K in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Cannell & Spears's 13F filing for Q1 2020, filed 15 May 2020.