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FutureAdvisor’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FutureAdvisor’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
2015
Q3 		$28.3M Buy
536,387
+57,325
+12% +$3.25M 4.59% 7
2015
Q2 		$28.1M Buy
479,062
+205,434
+75% +$12.5M 4.93% 7
2015
Q1 		$16M Buy
273,628
+113,796
+71% +$6.53M 3.79% 11
2014
Q4 		$8.82M Buy
+159,832
New +$9.06M 3% 13

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

FutureAdvisor's IEFA Position: Q3 2015 in Review

FutureAdvisor increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q3 2015, buying an estimated $3.25M and bringing the position to 536,387 shares worth $28.3M. The position accounts for 4.59% of the portfolio, ranked #7.

FutureAdvisor first reported a position in IEFA in Q4 2014 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold IEFA as of Q3 2015.

  • FutureAdvisor held 536,387 shares of iShares Core MSCI EAFE ETF worth $28.3M as of Q3 2015.
  • FutureAdvisor bought 57,325 iShares Core MSCI EAFE ETF shares in Q3 2015, an estimated $3.25M.
  • iShares Core MSCI EAFE ETF made up 4.59% of FutureAdvisor's portfolio in Q3 2015, its #7 holding.
  • FutureAdvisor first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.