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

Lourd 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
2019 Q1	–	Sell	-13,996	Closed	-$770K	–	200
2018 Q4	$770K	Buy	13,996 +3,597	+35%	+$211K	0.06%	80
2018 Q3	$666K	Hold	10,399	–	–	0.04%	101
2018 Q2	$659K	Hold	10,399	–	–	0.09%	67
2018 Q1	$685K	Buy	+10,399	New	+$699K	0.09%	73

Other funds holding IEFA

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Lourd Capital's IEFA Position: Q1 2019 in Review

Lourd Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 13,996 shares — an estimated $770K sold.

Lourd Capital first reported a position in IEFA in Q1 2018 and held it in 4 quarters. The position peaked at $770K in Q4 2018. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

Lourd Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 13,996 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $770K.
Lourd Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 4 quarters.
Lourd Capital's iShares Core MSCI EAFE ETF position peaked at $770K in Q4 2018.
920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.