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DeGreen Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DeGreen Capital Management’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
2020
Q1 		– Sell
-58,315
Closed -$3.8M – 23
2019
Q4 		$3.8M Buy
58,315
+7,137
+14% +$453K 1.87% 16
2019
Q3 		$3.49M Sell
51,178
-31,962
-38% -$1.93M 1.82% 16
2019
Q2 		$5.11M Sell
83,140
-14,075
-14% -$862K 2.57% 15
2019
Q1 		$5.91M Buy
97,215
+20,643
+27% +$1.22M 3.05% 14
2018
Q4 		$42.2M Sell
76,572
-51,254
-40% -$3.01M 2.31% 14
2018
Q3 		$8.19M Buy
127,826
+15,817
+14% +$1.01M 3.84% 10
2018
Q2 		$7.1M Buy
112,009
+2,557
+2% +$169K 3.35% 11
2018
Q1 		$7.21M Buy
109,452
+46,630
+74% +$3.13M 3.4% 10
2017
Q4 		$4.15M Buy
62,822
+4,300
+7% +$280K 1.95% 15
2017
Q3 		$7.36M Sell
58,522
-1,823
-3% -$114K 3.56% 12
2017
Q2 		$3.67K Sell
60,345
-4,591
-7% -$277K 0.32% 17
2017
Q1 		$3.76M Sell
64,936
-2,586
-4% -$145K 2.19% 16
2016
Q4 		$3.62M Buy
+67,522
New +$3.62M 2.26% 17

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DeGreen Capital Management's IEFA Position: Q1 2020 in Review

DeGreen Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 58,315 shares — an estimated $3.8M sold.

DeGreen Capital Management first reported a position in IEFA in Q4 2016 and held it in 13 quarters. The position peaked at $42.2M in Q4 2018. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • DeGreen Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • DeGreen Capital Management sold 58,315 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $3.8M.
  • DeGreen Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 13 quarters.
  • DeGreen Capital Management's iShares Core MSCI EAFE ETF position peaked at $42.2M in Q4 2018.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on DeGreen Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.