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Ironwood Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ironwood Investment Counsel’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
Q1 		– Sell
-7,787
Closed -$428K – 157
2018
Q4 		$428K Sell
7,787
-4,276
-35% -$251K 0.19% 95
2018
Q3 		$772K Buy
+12,063
New +$769K 0.3% 77

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ironwood Investment Counsel's IEFA Position: Q1 2019 in Review

Ironwood Investment Counsel sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 7,787 shares — an estimated $428K sold.

Ironwood Investment Counsel first reported a position in IEFA in Q3 2018 and held it in 2 quarters. The position peaked at $772K in Q3 2018. 921 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • Ironwood Investment Counsel reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Ironwood Investment Counsel sold 7,787 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $428K.
  • Ironwood Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 2 quarters.
  • Ironwood Investment Counsel's iShares Core MSCI EAFE ETF position peaked at $772K in Q3 2018.
  • 921 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Ironwood Investment Counsel's 13F filing for Q1 2019, filed 1 May 2019.