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Cetera Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cetera Investment 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
2017
Q1 		– Sell
-3,732
Closed -$200K – 104
2016
Q4 		$200K Sell
3,732
-334
-8% -$17.9K 0.15% 101
2016
Q3 		$224K Sell
4,066
-8,908
-69% -$481K 0.14% 107
2016
Q2 		$673K Sell
12,974
-15,871
-55% -$849K 0.4% 82
2016
Q1 		$1.53M Buy
28,845
+15,010
+108% +$766K 0.79% 34
2015
Q4 		$752K Buy
+13,835
New +$768K 0.3% 113

Other funds holding IEFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Management's IEFA Position: Q1 2017 in Review

Cetera Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2017, closing a stake of 3,732 shares — an estimated $200K sold.

Cetera Investment Management first reported a position in IEFA in Q4 2015 and held it in 5 quarters. The position peaked at $1.53M in Q1 2016. 438 funds tracked by Wall St. Rank hold IEFA as of Q1 2017.

  • Cetera Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • Cetera Investment Management sold 3,732 iShares Core MSCI EAFE ETF shares in Q1 2017, an estimated $200K.
  • Cetera Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 5 quarters.
  • Cetera Investment Management's iShares Core MSCI EAFE ETF position peaked at $1.53M in Q1 2016.
  • 438 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2017.

Based on Cetera Investment Management's 13F filing for Q1 2017, filed 15 May 2017.