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Grace Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Grace Capital’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
2018
Q4 		– Sell
-3,580
Closed -$243K – 228
2018
Q3 		$243K Buy
+3,580
New +$228K 0.1% 151

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Grace Capital's IEFA Position: Q4 2018 in Review

Grace Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 3,580 shares — an estimated $243K sold.

Grace Capital first reported a position in IEFA in Q3 2018 and held it in 1 quarter. The position peaked at $243K in Q3 2018. 893 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

  • Grace Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Grace Capital sold 3,580 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $243K.
  • Grace Capital first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 1 quarter.
  • Grace Capital's iShares Core MSCI EAFE ETF position peaked at $243K in Q3 2018.
  • 893 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Grace Capital's 13F filing for Q4 2018, filed 15 Feb 2019.