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Independence Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Independence Trust’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
2017
Q4 		$869K Buy
13,154
+1,844
+16% +$120K 0.96% 22
2017
Q3 		$726K Buy
11,310
+1,346
+14% +$84.2K 0.83% 25
2017
Q2 		$607K Sell
9,964
-117
-1% -$7.06K 0.72% 27
2017
Q1 		$584K Buy
10,081
+713
+8% +$40.1K 0.75% 28
2016
Q4 		$502K Buy
+9,368
New +$503K 0.69% 29

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Independence Trust's IEFA Position: Q4 2017 in Review

Independence Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q4 2017, buying an estimated $120K and bringing the position to 13,154 shares worth $869K. The position accounts for 0.96% of the portfolio, ranked #22.

Independence Trust first reported a position in IEFA in Q4 2016 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • Independence Trust held 13,154 shares of iShares Core MSCI EAFE ETF worth $869K as of Q4 2017.
  • Independence Trust bought 1,844 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $120K.
  • iShares Core MSCI EAFE ETF made up 0.96% of Independence Trust's portfolio in Q4 2017, its #22 holding.
  • Independence Trust first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.