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Long Wharf Investors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Long Wharf Investors’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
2014
Q2 		$612K Buy
+9,830
New +$610K 0.48% 66

Other funds holding IEFA

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Long Wharf Investors's IEFA Position: Q2 2014 in Review

Long Wharf Investors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2014: 9,830 shares worth $612K. The stake represents 0.48% of the portfolio and ranks #66 among its holdings.

103 funds tracked by Wall St. Rank hold IEFA as of Q2 2014.

  • Long Wharf Investors held 9,830 shares of iShares Core MSCI EAFE ETF worth $612K as of Q2 2014.
  • iShares Core MSCI EAFE ETF was a new Long Wharf Investors position in Q2 2014.
  • iShares Core MSCI EAFE ETF made up 0.48% of Long Wharf Investors's portfolio in Q2 2014, its #66 holding.
  • 103 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.