Jolley Asset Management’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
2018
Q3
Sell
-2,000
Closed -$127K 110
2018
Q2
$127K Sell
2,000
-500
-20% -$33.1K 0.09% 84
2018
Q1
$165K Buy
+2,500
New +$168K 0.1% 72

Other funds holding IEFA

Jolley Asset Management's IEFA Position: Q3 2018 in Review

Jolley Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2018, closing a stake of 2,000 shares — an estimated $127K sold.

Jolley Asset Management first reported a position in IEFA in Q1 2018 and held it in 2 quarters. The position peaked at $165K in Q1 2018. 756 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • Jolley Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Jolley Asset Management sold 2,000 iShares Core MSCI EAFE ETF shares in Q3 2018, an estimated $127K.
  • Jolley Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 2 quarters.
  • Jolley Asset Management's iShares Core MSCI EAFE ETF position peaked at $165K in Q1 2018.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.