MFS
IFNA

MSI Financial Services’s ISHARES NORTH AMERICA REAL ESTATE ETF IFNA Stock Holding History

MSI Financial Services’s Portfolio IFNA Stock Details IFNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-270
Closed -$14K – 2731
2014
Q1 		$14K Sell
270
-88
-25% -$4.31K ﹤0.01% 1609
2013
Q4 		$17K Hold
358
– – ﹤0.01% 1470
2013
Q3 		$17K Sell
358
-8
-2% -$388 ﹤0.01% 1274
2013
Q2 		$18K Buy
+366
New +$19.1K ﹤0.01% 1303

Other funds holding IFNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MSI Financial Services's IFNA Position: Q2 2014 in Review

MSI Financial Services sold out of ISHARES NORTH AMERICA REAL ESTATE ETF (IFNA) in Q2 2014, closing a stake of 270 shares — an estimated $14K sold.

MSI Financial Services first reported a position in IFNA in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q2 2013. 19 funds tracked by Wall St. Rank hold IFNA as of Q2 2014.

  • MSI Financial Services reported no remaining ISHARES NORTH AMERICA REAL ESTATE ETF position as of Q2 2014 after selling out during the quarter.
  • MSI Financial Services sold 270 ISHARES NORTH AMERICA REAL ESTATE ETF shares in Q2 2014, an estimated $14K.
  • MSI Financial Services first reported a position in ISHARES NORTH AMERICA REAL ESTATE ETF in Q2 2013 and held it in 4 quarters.
  • MSI Financial Services's ISHARES NORTH AMERICA REAL ESTATE ETF position peaked at $18K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held ISHARES NORTH AMERICA REAL ESTATE ETF as of Q2 2014.

Based on MSI Financial Services's 13F filing for Q2 2014, filed 4 Aug 2014.