Independent Portfolio Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Independent Portfolio Consultants’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 Q2	$584K	Sell	9,585 -1,725	-15%	-$104K	0.24%	137
2017 Q1	$655K	Buy	11,310 +4,745	+72%	+$267K	0.23%	152
2016 Q4	$352K	Buy	+6,565	New	+$352K	0.12%	248
2014 Q4	–	Sell	-7,040	Closed	-$410K	–	828
2014 Q3	$410K	Sell	7,040 -640	-8%	-$38.8K	0.11%	290
2014 Q2	$478K	Sell	7,680 -110	-1%	-$6.82K	0.13%	245
2014 Q1	$475K	Buy	+7,790	New	+$467K	0.15%	243

Other funds holding IEFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

USAA

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

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

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

Independent Portfolio Consultants's IEFA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2017, selling an estimated $104K and leaving 9,585 shares worth $584K. The position accounts for 0.24% of the portfolio, ranked #137.

Independent Portfolio Consultants first reported a position in IEFA in Q1 2014 and has held it in 6 quarters since. The position peaked at $655K in Q1 2017. 488 funds tracked by Wall St. Rank hold IEFA as of Q2 2017.

Independent Portfolio Consultants held 9,585 shares of iShares Core MSCI EAFE ETF worth $584K as of Q2 2017.
Independent Portfolio Consultants sold 1,725 iShares Core MSCI EAFE ETF shares in Q2 2017, an estimated $104K.
iShares Core MSCI EAFE ETF made up 0.24% of Independent Portfolio Consultants's portfolio in Q2 2017, its #137 holding.
Independent Portfolio Consultants first reported a position in iShares Core MSCI EAFE ETF in Q1 2014 and has held it in 6 quarters since.
Independent Portfolio Consultants's iShares Core MSCI EAFE ETF position peaked at $655K in Q1 2017.
488 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.