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Northeast Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northeast Investment Management’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
Q2 		– Sell
-3,340
Closed -$203K – 177
2019
Q1 		$203K Sell
3,340
-789
-19% -$46.6K 0.02% 164
2018
Q4 		$227K Buy
+4,129
New +$242K 0.02% 147

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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northeast Investment Management's IEFA Position: Q2 2019 in Review

Northeast Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2019, closing a stake of 3,340 shares — an estimated $203K sold.

Northeast Investment Management first reported a position in IEFA in Q4 2018 and held it in 2 quarters. The position peaked at $227K in Q4 2018. 943 funds tracked by Wall St. Rank hold IEFA as of Q2 2019.

  • Northeast Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
  • Northeast Investment Management sold 3,340 iShares Core MSCI EAFE ETF shares in Q2 2019, an estimated $203K.
  • Northeast Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 2 quarters.
  • Northeast Investment Management's iShares Core MSCI EAFE ETF position peaked at $227K in Q4 2018.
  • 943 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2019.

Based on Northeast Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.