NEXT Financial Holdings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NEXT Financial Holdings’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	$601K	Buy	+9,900	New	+$584K	0.15%	92

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

NEXT Financial Holdings's IEFA Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2019: 9,900 shares worth $601K. The stake represents 0.15% of the portfolio and ranks #92 among its holdings.

920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

NEXT Financial Holdings held 9,900 shares of iShares Core MSCI EAFE ETF worth $601K as of Q1 2019.
iShares Core MSCI EAFE ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core MSCI EAFE ETF made up 0.15% of NEXT Financial Holdings's portfolio in Q1 2019, its #92 holding.
920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.