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Legacy Wealth Management (Tennessee)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-153,494
Closed -$8.44M – 12
2018
Q4 		$8.44M Buy
+153,494
New +$9M 1.86% 9
2016
Q4 		– Sell
-6,347
Closed -$350K – 80
2016
Q3 		$350K Buy
+6,347
New +$343K 0.1% 10
2016
Q1 		– Sell
-59,798
Closed -$3.25M – 9
2015
Q4 		$3.25M Buy
+59,798
New +$3.32M 0.91% 8

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IEFA Position: Q1 2019 in Review

Legacy Wealth Management (Tennessee) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 153,494 shares — an estimated $8.44M sold.

Legacy Wealth Management (Tennessee) first reported a position in IEFA in Q4 2015 and held it in 3 quarters. The position peaked at $8.44M in Q4 2018. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • Legacy Wealth Management (Tennessee) reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 153,494 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $8.44M.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s iShares Core MSCI EAFE ETF position peaked at $8.44M in Q4 2018.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2019, filed 22 Apr 2019.