KC
IEFA icon

KHP Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

KHP Capital’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
Q3 		$113K Hold
1,760
– – 0.07% 86
2018
Q2 		$112K Buy
1,760
+1,325
+305% +$87.7K 0.07% 82
2018
Q1 		$29K Buy
+435
New +$29.2K 0.02% 122

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

KHP Capital's IEFA Position: Q3 2018 in Review

KHP Capital held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2018 at 1,760 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #86.

KHP Capital first reported a position in IEFA in Q1 2018 and has held it in 3 quarters since. 756 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • KHP Capital held 1,760 shares of iShares Core MSCI EAFE ETF worth $113K as of Q3 2018.
  • KHP Capital left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2018.
  • iShares Core MSCI EAFE ETF made up 0.07% of KHP Capital's portfolio in Q3 2018, its #86 holding.
  • KHP Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 3 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.