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Cascade Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cascade Investment Advisors’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
Q4 		– Sell
-10
Closed -$611 – 268
2019
Q3 		$611 Buy
+10
New +$604 ﹤0.01% 275

Other funds holding IEFA

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cascade Investment Advisors's IEFA Position: Q4 2019 in Review

Cascade Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 10 shares — an estimated $611 sold.

Cascade Investment Advisors first reported a position in IEFA in Q3 2019 and held it in 1 quarter. The position peaked at $611 in Q3 2019. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

  • Cascade Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Cascade Investment Advisors sold 10 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $611.
  • Cascade Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
  • Cascade Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $611 in Q3 2019.
  • 1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Cascade Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.