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Fusion Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fusion Investment Group’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
2014
Q4 		– Sell
-882
Closed -$51K – 154
2014
Q3 		$51K Hold
882
– – 0.04% 112
2014
Q2 		$55K Hold
882
– – 0.05% 123
2014
Q1 		$54K Hold
882
– – 0.05% 125
2013
Q4 		$54K Buy
+882
New +$52.1K 0.04% 150

Other funds holding IEFA

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fusion Investment Group's IEFA Position: Q4 2014 in Review

Fusion Investment Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2014, closing a stake of 882 shares — an estimated $51K sold.

Fusion Investment Group first reported a position in IEFA in Q4 2013 and held it in 4 quarters. The position peaked at $55K in Q2 2014. 150 funds tracked by Wall St. Rank hold IEFA as of Q4 2014.

  • Fusion Investment Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 882 iShares Core MSCI EAFE ETF shares in Q4 2014, an estimated $51K.
  • Fusion Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's iShares Core MSCI EAFE ETF position peaked at $55K in Q2 2014.
  • 150 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.