KT
IEFA icon

Kanaly Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kanaly Trust’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
2016
Q4 		$149K Buy
+2,771
New +$149K 0.03% 165

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kanaly Trust's IEFA Position: Q4 2016 in Review

Kanaly Trust opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2016: 2,771 shares worth $149K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

388 funds tracked by Wall St. Rank hold IEFA as of Q4 2016.

  • Kanaly Trust held 2,771 shares of iShares Core MSCI EAFE ETF worth $149K as of Q4 2016.
  • iShares Core MSCI EAFE ETF was a new Kanaly Trust position in Q4 2016.
  • iShares Core MSCI EAFE ETF made up 0.03% of Kanaly Trust's portfolio in Q4 2016, its #165 holding.
  • 388 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.