McAdams Wright Ragen’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McAdams Wright Ragen’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 Q3	$585K	Buy	+10,055	New	+$610K	0.03%	246

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MCM

Makena Capital Management Menlo Park, California $866M AUM 17.79% 1-Year Est. Return

1GA

1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return

McAdams Wright Ragen's IEFA Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2014: 10,055 shares worth $585K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

117 funds tracked by Wall St. Rank hold IEFA as of Q3 2014.

McAdams Wright Ragen held 10,055 shares of iShares Core MSCI EAFE ETF worth $585K as of Q3 2014.
iShares Core MSCI EAFE ETF was a new McAdams Wright Ragen position in Q3 2014.
iShares Core MSCI EAFE ETF made up 0.03% of McAdams Wright Ragen's portfolio in Q3 2014, its #246 holding.
117 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.