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Lau Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lau Associates’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
Q4 		$2.41M Hold
36,950
– – 1.2% 20
2019
Q3 		$2.26M Buy
36,950
+850
+2% +$51.3K 1.19% 21
2019
Q2 		$2.22M Hold
36,100
– – 1.06% 25
2019
Q1 		$2.19M Sell
36,100
-9,000
-20% -$531K 1.13% 24
2018
Q4 		$2.48M Buy
45,100
+14,600
+48% +$856K 1.38% 17
2018
Q3 		$1.95M Buy
+30,500
New +$1.94M 1.11% 26

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lau Associates's IEFA Position: Q4 2019 in Review

Lau Associates held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2019 at 36,950 shares worth $2.41M. The position accounts for 1.2% of the portfolio, ranked #20.

Lau Associates first reported a position in IEFA in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2018. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

  • Lau Associates held 36,950 shares of iShares Core MSCI EAFE ETF worth $2.41M as of Q4 2019.
  • Lau Associates left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2019.
  • iShares Core MSCI EAFE ETF made up 1.2% of Lau Associates's portfolio in Q4 2019, its #20 holding.
  • Lau Associates first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 6 quarters since.
  • Lau Associates's iShares Core MSCI EAFE ETF position peaked at $2.48M in Q4 2018.
  • 1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.