DBRC
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D.B. Root & Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

D.B. Root & Company’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 		– Sell
-19,825
Closed -$1.27M – 198
2018
Q3 		$1.27M Sell
19,825
-815
-4% -$52K 0.56% 49
2018
Q2 		$1.31M Buy
20,640
+12,942
+168% +$857K 0.62% 40
2018
Q1 		$507K Buy
+7,698
New +$517K 0.27% 118

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

D.B. Root & Company's IEFA Position: Q4 2018 in Review

D.B. Root & Company sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 19,825 shares — an estimated $1.27M sold.

D.B. Root & Company first reported a position in IEFA in Q1 2018 and held it in 3 quarters. The position peaked at $1.31M in Q2 2018. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

  • D.B. Root & Company reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 19,825 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $1.27M.
  • D.B. Root & Company first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 3 quarters.
  • D.B. Root & Company's iShares Core MSCI EAFE ETF position peaked at $1.31M in Q2 2018.
  • 892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.