OptiFour Integrated Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

OptiFour Integrated Wealth 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
2018 Q4	–	Sell	-8,588	Closed	-$550K	–	51
2018 Q3	$550K	Buy	8,588 +1,462	+21%	+$93.2K	0.45%	28
2018 Q2	$452K	Hold	7,126	–	–	0.39%	32
2018 Q1	$469K	Buy	7,126 +356	+5%	+$23.9K	0.39%	34
2017 Q4	$447K	Buy	+6,770	New	+$441K	0.37%	38

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

OptiFour Integrated Wealth Management's IEFA Position: Q4 2018 in Review

OptiFour Integrated Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 8,588 shares — an estimated $550K sold.

OptiFour Integrated Wealth Management first reported a position in IEFA in Q4 2017 and held it in 4 quarters. The position peaked at $550K in Q3 2018. 893 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

OptiFour Integrated Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
OptiFour Integrated Wealth Management sold 8,588 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $550K.
OptiFour Integrated Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 4 quarters.
OptiFour Integrated Wealth Management's iShares Core MSCI EAFE ETF position peaked at $550K in Q3 2018.
893 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2018, filed 7 May 2019.