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

Mangham 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
Q3 		– Sell
-2,203
Closed -$135K – 6
2019
Q2 		$135K Buy
2,203
+42
+2% +$2.57K 0.1% 6
2019
Q1 		$131K Hold
2,161
– – 0.1% 6
2018
Q4 		$119K Sell
2,161
-9
-0.4% -$528 0.11% 4
2018
Q3 		$139K Hold
2,170
– – 0.11% 4
2018
Q2 		$138K Sell
2,170
-1,171
-35% -$77.5K 0.12% 4
2018
Q1 		$220K Hold
3,341
– – 0.19% 5
2017
Q4 		$221K Buy
+3,341
New +$218K 0.19% 6

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mangham Associates's IEFA Position: Q3 2019 in Review

Mangham Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 2,203 shares — an estimated $135K sold.

Mangham Associates first reported a position in IEFA in Q4 2017 and held it in 7 quarters. The position peaked at $221K in Q4 2017. 950 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • Mangham Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • Mangham Associates sold 2,203 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $135K.
  • Mangham Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 7 quarters.
  • Mangham Associates's iShares Core MSCI EAFE ETF position peaked at $221K in Q4 2017.
  • 950 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Mangham Associates's 13F filing for Q3 2019, filed 30 Oct 2019.