Clarfeld Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clarfeld Financial 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
2018 Q4	$4.38M	Buy	+79,674	New	+$4.67M	3.64%	8

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Clarfeld Financial Advisors's IEFA Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2018: 79,674 shares worth $4.38M. The stake represents 3.64% of the portfolio and ranks #8 among its holdings.

893 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

Clarfeld Financial Advisors held 79,674 shares of iShares Core MSCI EAFE ETF worth $4.38M as of Q4 2018.
iShares Core MSCI EAFE ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Core MSCI EAFE ETF made up 3.64% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #8 holding.
893 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.