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Greystone Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Greystone Investment 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
2018
Q1 		– Sell
-3,229
Closed -$213K – 51
2017
Q4 		$213K Sell
3,229
-936
-22% -$61K 0.1% 50
2017
Q3 		$267K Hold
4,165
– – 0.13% 46
2017
Q2 		$254K Hold
4,165
– – 0.12% 47
2017
Q1 		$241K Hold
4,165
– – 0.12% 50
2016
Q4 		$223K Hold
4,165
– – 0.12% 52
2016
Q3 		$230K Hold
4,165
– – 0.12% 49
2016
Q2 		$216K Buy
+4,165
New +$223K 0.1% 53

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Greystone Investment Management's IEFA Position: Q1 2018 in Review

Greystone Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2018, closing a stake of 3,229 shares — an estimated $213K sold.

Greystone Investment Management first reported a position in IEFA in Q2 2016 and held it in 7 quarters. The position peaked at $267K in Q3 2017. 705 funds tracked by Wall St. Rank hold IEFA as of Q1 2018.

  • Greystone Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Greystone Investment Management sold 3,229 iShares Core MSCI EAFE ETF shares in Q1 2018, an estimated $213K.
  • Greystone Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 7 quarters.
  • Greystone Investment Management's iShares Core MSCI EAFE ETF position peaked at $267K in Q3 2017.
  • 705 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2018.

Based on Greystone Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.