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

CT 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
2017
Q1 		$333K Hold
5,744
– – 0.21% 108
2016
Q4 		$308K Buy
5,744
+93
+2% +$4.99K 0.2% 111
2016
Q3 		$312K Buy
5,651
+135
+2% +$7.29K 0.19% 105
2016
Q2 		$286K Buy
5,516
+889
+19% +$47.5K 0.18% 110
2016
Q1 		$246K Hold
4,627
– – 0.14% 128
2015
Q4 		$252K Buy
4,627
+2,469
+114% +$137K 0.14% 125
2015
Q3 		$114K Buy
2,158
+20
+0.9% +$1.13K 0.07% 193
2015
Q2 		$125K Hold
2,138
– – 0.07% 198
2015
Q1 		$125K Sell
2,138
-254
-11% -$14.6K 0.07% 207
2014
Q4 		$132K Buy
+2,392
New +$136K 0.1% 149
2014
Q1 		$125K Buy
+2,138
New +$128K 0.07% 207

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

CT Financial Advisors's IEFA Position: Q1 2017 in Review

CT Financial Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2017 at 5,744 shares worth $333K. The position accounts for 0.21% of the portfolio, ranked #108.

CT Financial Advisors first reported a position in IEFA in Q1 2014 and has held it in 11 quarters since. 438 funds tracked by Wall St. Rank hold IEFA as of Q1 2017.

  • CT Financial Advisors held 5,744 shares of iShares Core MSCI EAFE ETF worth $333K as of Q1 2017.
  • CT Financial Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2017.
  • iShares Core MSCI EAFE ETF made up 0.21% of CT Financial Advisors's portfolio in Q1 2017, its #108 holding.
  • CT Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2014 and has held it in 11 quarters since.
  • 438 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.