LBA Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LBA Wealth 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
2017 Q1	$6.9M	Buy	119,017 +5,025	+4%	+$282K	3.63%	7
2016 Q4	$6.11M	Buy	113,992 +26,805	+31%	+$1.44M	3.35%	6
2016 Q3	$4.81M	Buy	87,187 +15,800	+22%	+$853K	2.71%	7
2016 Q2	$3.7M	Buy	71,387 +24,960	+54%	+$1.33M	2.08%	9
2016 Q1	$2.47M	Buy	46,427 +10,600	+30%	+$541K	1.43%	11
2015 Q4	$1.95M	Buy	35,827 +32,177	+882%	+$1.79M	1.12%	12
2015 Q3	$193K	Buy	3,650 +2,900	+387%	+$164K	0.12%	108
2015 Q2	$44K	Buy	+750	New	+$45.6K	0.03%	174

Other funds holding IEFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LBA Wealth Management's IEFA Position: Q1 2017 in Review

LBA Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q1 2017, buying an estimated $282K and bringing the position to 119,017 shares worth $6.9M. The position accounts for 3.63% of the portfolio, ranked #7.

LBA Wealth Management first reported a position in IEFA in Q2 2015 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold IEFA as of Q1 2017.

LBA Wealth Management held 119,017 shares of iShares Core MSCI EAFE ETF worth $6.9M as of Q1 2017.
LBA Wealth Management bought 5,025 iShares Core MSCI EAFE ETF shares in Q1 2017, an estimated $282K.
iShares Core MSCI EAFE ETF made up 3.63% of LBA Wealth Management's portfolio in Q1 2017, its #7 holding.
LBA Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and has held it in 8 quarters since.
438 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.