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Capstone Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Capstone Asset 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
Q1 		– Sell
-10,018
Closed -$545K – 1586
2015
Q4 		$545K Buy
+10,018
New +$556K 0.02% 864

Other funds holding IEFA

BFA
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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Asset Management's IEFA Position: Q1 2016 in Review

Capstone Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2016, closing a stake of 10,018 shares — an estimated $545K sold.

Capstone Asset Management first reported a position in IEFA in Q4 2015 and held it in 1 quarter. The position peaked at $545K in Q4 2015. 275 funds tracked by Wall St. Rank hold IEFA as of Q1 2016.

  • Capstone Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2016 after selling out during the quarter.
  • Capstone Asset Management sold 10,018 iShares Core MSCI EAFE ETF shares in Q1 2016, an estimated $545K.
  • Capstone Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 1 quarter.
  • Capstone Asset Management's iShares Core MSCI EAFE ETF position peaked at $545K in Q4 2015.
  • 275 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2016.

Based on Capstone Asset Management's 13F filing for Q1 2016, filed 11 Apr 2016.