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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$1.07M Buy
17,614
+7,711
+78% +$465K 0.02% 352
2017
Q1
$574K Buy
9,903
+2,375
+32% +$134K 0.01% 473
2016
Q4
$404K Buy
+7,528
New +$404K 0.01% 524

Other funds holding IEFA

Geneva Advisors's IEFA Position: Q2 2017 in Review

Geneva Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 78% in Q2 2017, buying an estimated $465K and bringing the position to 17,614 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #352.

Geneva Advisors first reported a position in IEFA in Q4 2016 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold IEFA as of Q2 2017.

  • Geneva Advisors held 17,614 shares of iShares Core MSCI EAFE ETF worth $1.07M as of Q2 2017.
  • Geneva Advisors bought 7,711 iShares Core MSCI EAFE ETF shares in Q2 2017, an estimated $465K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #352 holding.
  • Geneva Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.