CA
IEFA icon

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

Cumberland 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
2014
Q4 		– Sell
-53,100
Closed -$3.09M – 73
2014
Q3 		$3.09M Buy
53,100
+5,800
+12% +$352K 2.04% 19
2014
Q2 		$2.94M Sell
47,300
-1,610
-3% -$99.9K 1.88% 23
2014
Q1 		$2.99M Buy
+48,910
New +$2.93M 1.72% 23

Other funds holding IEFA

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cumberland Advisors's IEFA Position: Q4 2014 in Review

Cumberland Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2014, closing a stake of 53,100 shares — an estimated $3.09M sold.

Cumberland Advisors first reported a position in IEFA in Q1 2014 and held it in 3 quarters. The position peaked at $3.09M in Q3 2014. 150 funds tracked by Wall St. Rank hold IEFA as of Q4 2014.

  • Cumberland Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2014 after selling out during the quarter.
  • Cumberland Advisors sold 53,100 iShares Core MSCI EAFE ETF shares in Q4 2014, an estimated $3.09M.
  • Cumberland Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2014 and held it in 3 quarters.
  • Cumberland Advisors's iShares Core MSCI EAFE ETF position peaked at $3.09M in Q3 2014.
  • 150 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2014.

Based on Cumberland Advisors's 13F filing for Q4 2014, filed 9 Jan 2015.