Foresters Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foresters Asset 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
2019 Q2	$1.62M	Sell	26,430 -1,630	-6%	-$99.9K	0.83%	21
2019 Q1	$1.7M	Sell	28,060 -8,240	-23%	-$486K	0.88%	22
2018 Q4	$2.02M	Sell	36,300 -31,900	-47%	-$1.87M	1.12%	23
2018 Q3	$5.61M	Sell	68,200 -19,700	-22%	-$1.26M	1.85%	13
2018 Q2	$7.34M	Sell	87,900 -1,300	-1%	-$86K	2.57%	8
2018 Q1	$5.56M	Buy	89,200 +2,200	+3%	+$148K	4.12%	6
2017 Q4	$7.34M	Buy	87,000 +100	+0.1%	+$6.52K	2.93%	7
2017 Q3	$6.98M	Sell	86,900 -4,100	-5%	-$256K	2.69%	7
2017 Q2	$7.2M	Buy	+91,000	New	+$5.49M	2.94%	6

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foresters Asset Management's IEFA Position: Q2 2019 in Review

Foresters Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2019, selling an estimated $99.9K and leaving 26,430 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #21.

Foresters Asset Management first reported a position in IEFA in Q2 2017 and has held it in 9 quarters since. The position peaked at $7.34M in Q4 2017. 943 funds tracked by Wall St. Rank hold IEFA as of Q2 2019.

Foresters Asset Management held 26,430 shares of iShares Core MSCI EAFE ETF worth $1.62M as of Q2 2019.
Foresters Asset Management sold 1,630 iShares Core MSCI EAFE ETF shares in Q2 2019, an estimated $99.9K.
iShares Core MSCI EAFE ETF made up 0.83% of Foresters Asset Management's portfolio in Q2 2019, its #21 holding.
Foresters Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 9 quarters since.
Foresters Asset Management's iShares Core MSCI EAFE ETF position peaked at $7.34M in Q4 2017.
943 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2019.

Based on Foresters Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.