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National Planning Corporation’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

National Planning Corporation’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
2018
Q1 		– Sell
-62
Closed -$4.12K – 15
2017
Q4 		$4.12K Sell
62
-38,442
-100% -$2.51M 0.57% 36
2017
Q3 		$2.47M Sell
38,504
-4,134
-10% -$259K 0.21% 108
2017
Q2 		$2.59M Sell
42,638
-5,317
-11% -$321K 0.2% 118
2017
Q1 		$2.77M Sell
47,955
-5,126
-10% -$288K 0.21% 106
2016
Q4 		$2.96M Buy
53,081
+11,653
+28% +$626K 0.23% 93
2016
Q3 		$2.22M Buy
41,428
+15,508
+60% +$837K 0.18% 121
2016
Q2 		$1.39M Buy
25,920
+13,734
+113% +$734K 0.11% 193
2016
Q1 		$650K Sell
12,186
-55,354
-82% -$2.82M 0.06% 309
2015
Q4 		$3.36M Buy
67,540
+55,615
+466% +$3.09M 0.28% 85
2015
Q3 		$672K Buy
11,925
+379
+3% +$21.5K 0.06% 284
2015
Q2 		$681K Buy
11,546
+2,217
+24% +$135K 0.06% 287
2015
Q1 		$563K Sell
9,329
-89,465
-91% -$5.13M 0.05% 319
2014
Q4 		$5.33M Buy
98,794
+10,869
+12% +$616K 0.38% 52
2014
Q3 		$5.01M Buy
87,925
+30,674
+54% +$1.86M 0.38% 54
2014
Q2 		$3.56M Buy
57,251
+14,374
+34% +$892K 0.28% 72
2014
Q1 		$2.64M Buy
42,877
+32,627
+318% +$1.96M 0.23% 89
2013
Q4 		$623K Buy
+10,250
New +$605K 0.06% 319

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

National Planning Corporation's IEFA Position: Q1 2018 in Review

National Planning Corporation sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2018, closing a stake of 62 shares — an estimated $4.12K sold.

National Planning Corporation first reported a position in IEFA in Q4 2013 and held it in 17 quarters. The position peaked at $5.33M in Q4 2014. 705 funds tracked by Wall St. Rank hold IEFA as of Q1 2018.

  • National Planning Corporation reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 62 iShares Core MSCI EAFE ETF shares in Q1 2018, an estimated $4.12K.
  • National Planning Corporation first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and held it in 17 quarters.
  • National Planning Corporation's iShares Core MSCI EAFE ETF position peaked at $5.33M in Q4 2014.
  • 705 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.