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Fiduciary Trust International of Pennsylvania’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$24.5M Buy
+490,793
New +$29.2M 1.14% 20
2019
Q4 		– Sell
-418,690
Closed -$25.6M – 340
2019
Q3 		$25.6M Buy
418,690
+23,776
+6% +$1.44M 1.02% 26
2019
Q2 		$24.2M Buy
+394,914
New +$24.2M 0.99% 28

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 $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IEFA Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2020: 490,793 shares worth $24.5M. The stake represents 1.14% of the portfolio and ranks #20 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IEFA as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IEFA in Q2 2019 and has held it in 3 quarters since. The position peaked at $25.6M in Q3 2019. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 490,793 shares of iShares Core MSCI EAFE ETF worth $24.5M as of Q1 2020.
  • iShares Core MSCI EAFE ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares Core MSCI EAFE ETF made up 1.14% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #20 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 3 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares Core MSCI EAFE ETF position peaked at $25.6M in Q3 2019.
  • 1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.