Gupta Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gupta Wealth 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
2016 Q1	$40K	Buy	756 +166	+28%	+$8.47K	0.01%	474
2015 Q4	$32K	Sell	590 -18,706	-97%	-$1.04M	0.01%	540
2015 Q3	$1.02M	Buy	19,296 +4,001	+26%	+$227K	0.25%	88
2015 Q2	$892K	Buy	15,295 +8,345	+120%	+$508K	0.22%	97
2015 Q1	$407K	Buy	+6,950	New	+$399K	0.12%	148

Other funds holding IEFA

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's IEFA Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q1 2016, buying an estimated $8.47K and bringing the position to 756 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #474.

Gupta Wealth Management first reported a position in IEFA in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2015. 277 funds tracked by Wall St. Rank hold IEFA as of Q1 2016.

Gupta Wealth Management held 756 shares of iShares Core MSCI EAFE ETF worth $40K as of Q1 2016.
Gupta Wealth Management bought 166 iShares Core MSCI EAFE ETF shares in Q1 2016, an estimated $8.47K.
iShares Core MSCI EAFE ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #474 holding.
Gupta Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.02M in Q3 2015.
277 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.