CWM
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Catamount Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Catamount Wealth 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
2019
Q1 		$30K Sell
500
-500
-50% -$29.5K 0.02% 103
2018
Q4 		$59K Buy
+1,000
New +$58.7K 0.04% 66

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Catamount Wealth Management's IEFA Position: Q1 2019 in Review

Catamount Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 50% in Q1 2019, selling an estimated $29.5K and leaving 500 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #103.

Catamount Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 2 quarters since. The position peaked at $59K in Q4 2018. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • Catamount Wealth Management held 500 shares of iShares Core MSCI EAFE ETF worth $30K as of Q1 2019.
  • Catamount Wealth Management sold 500 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $29.5K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #103 holding.
  • Catamount Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 2 quarters since.
  • Catamount Wealth Management's iShares Core MSCI EAFE ETF position peaked at $59K in Q4 2018.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.