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

Edge 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
Q2 		$10.4M Buy
164,321
+71,511
+77% +$4.73M 0.93% 21
2018
Q1 		$6.11M Buy
92,810
+91,845
+9,518% +$6.17M 0.58% 47
2017
Q4 		$63K Buy
+965
New +$62.9K 0.01% 481
2017
Q2 		– Sell
-78
Closed -$4K – 963
2017
Q1 		$4K Hold
78
– – ﹤0.01% 839
2016
Q4 		$4K Buy
+78
New +$4.19K ﹤0.01% 742

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Edge Advisors's IEFA Position: Q2 2018 in Review

Edge Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 77% in Q2 2018, buying an estimated $4.73M and bringing the position to 164,321 shares worth $10.4M. The position accounts for 0.93% of the portfolio, ranked #21.

Edge Advisors first reported a position in IEFA in Q4 2016 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold IEFA as of Q2 2018.

  • Edge Advisors held 164,321 shares of iShares Core MSCI EAFE ETF worth $10.4M as of Q2 2018.
  • Edge Advisors bought 71,511 iShares Core MSCI EAFE ETF shares in Q2 2018, an estimated $4.73M.
  • iShares Core MSCI EAFE ETF made up 0.93% of Edge Advisors's portfolio in Q2 2018, its #21 holding.
  • Edge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 5 quarters since.
  • 740 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.