HCM
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HMS Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HMS Capital 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
2019
Q3 		– Sell
-135
Closed -$8K – 255
2019
Q2 		$8K Buy
+135
New +$8.27K ﹤0.01% 258
2018
Q4 		– Sell
-3,497
Closed -$224K – 200
2018
Q3 		$224K Buy
3,497
+177
+5% +$11.3K 0.11% 167
2018
Q2 		$210K Sell
3,320
-6,180
-65% -$409K 0.12% 168
2018
Q1 		$626K Buy
+9,500
New +$638K 0.42% 70

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HMS Capital Management's IEFA Position: Q3 2019 in Review

HMS Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 135 shares — an estimated $8K sold.

HMS Capital Management first reported a position in IEFA in Q1 2018 and held it in 4 quarters. The position peaked at $626K in Q1 2018. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • HMS Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 135 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $8K.
  • HMS Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 4 quarters.
  • HMS Capital Management's iShares Core MSCI EAFE ETF position peaked at $626K in Q1 2018.
  • 949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on HMS Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.