CIBC Bank USA’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CIBC Bank USA’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	-4,051	Closed	-$247K	–	279
2019 Q3	$247K	Buy	+4,051	New	+$245K	0.04%	242
2019 Q2	–	Sell	-3,384	Closed	-$206K	–	267
2019 Q1	$206K	Buy	+3,384	New	+$200K	0.03%	235
2018 Q4	–	Sell	-4,898	Closed	-$314K	–	256
2018 Q3	$314K	Sell	4,898 -195	-4%	-$12.4K	0.04%	194
2018 Q2	$323K	Buy	5,093 +195	+4%	+$12.9K	0.04%	190
2018 Q1	$323K	Buy	+4,898	New	+$329K	0.04%	192
2017 Q3	–	Sell	-4,375	Closed	-$266K	–	280
2017 Q2	$266K	Buy	+4,375	New	+$264K	0.04%	218

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Bank USA's IEFA Position: Q4 2019 in Review

CIBC Bank USA sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 4,051 shares — an estimated $247K sold.

CIBC Bank USA first reported a position in IEFA in Q2 2017 and held it in 6 quarters. The position peaked at $323K in Q2 2018. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

CIBC Bank USA reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
CIBC Bank USA sold 4,051 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $247K.
CIBC Bank USA first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 6 quarters.
CIBC Bank USA's iShares Core MSCI EAFE ETF position peaked at $323K in Q2 2018.
1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.