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Jackson Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jackson Financial 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
2018
Q2 		– Sell
-3,400
Closed -$224K – 38
2018
Q1 		$224K Buy
+3,400
New +$228K 0.21% 35

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Jackson Financial Management's IEFA Position: Q2 2018 in Review

Jackson Financial Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2018, closing a stake of 3,400 shares — an estimated $224K sold.

Jackson Financial Management first reported a position in IEFA in Q1 2018 and held it in 1 quarter. The position peaked at $224K in Q1 2018. 740 funds tracked by Wall St. Rank hold IEFA as of Q2 2018.

  • Jackson Financial Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Jackson Financial Management sold 3,400 iShares Core MSCI EAFE ETF shares in Q2 2018, an estimated $224K.
  • Jackson Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 1 quarter.
  • Jackson Financial Management's iShares Core MSCI EAFE ETF position peaked at $224K in Q1 2018.
  • 740 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2018.

Based on Jackson Financial Management's 13F filing for Q2 2018, filed 18 Jul 2018.