Investors Capital Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$941K Buy
18,150
+4,343
+31% +$232K 0.18% 155
2016
Q1
$733K Buy
13,807
+4,630
+50% +$236K 0.15% 193
2015
Q4
$498K Buy
9,177
+3,813
+71% +$212K 0.1% 290
2015
Q3
$283K Buy
+5,364
New +$304K 0.06% 460

Other funds holding IEFA

Investors Capital Advisory Services's IEFA Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 31% in Q2 2016, buying an estimated $232K and bringing the position to 18,150 shares worth $941K. The position accounts for 0.18% of the portfolio, ranked #155.

Investors Capital Advisory Services first reported a position in IEFA in Q3 2015 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold IEFA as of Q2 2016.

  • Investors Capital Advisory Services held 18,150 shares of iShares Core MSCI EAFE ETF worth $941K as of Q2 2016.
  • Investors Capital Advisory Services bought 4,343 iShares Core MSCI EAFE ETF shares in Q2 2016, an estimated $232K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Investors Capital Advisory Services's portfolio in Q2 2016, its #155 holding.
  • Investors Capital Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.