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OTA Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

OTA Financial Group’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
Q3 		– Sell
-15,674
Closed -$962K – 53
2019
Q2 		$962K Buy
+15,674
New +$960K 0.75% 28

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UBS Group
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RJA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

OTA Financial Group's IEFA Position: Q3 2019 in Review

OTA Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 15,674 shares — an estimated $962K sold.

OTA Financial Group first reported a position in IEFA in Q2 2019 and held it in 1 quarter. The position peaked at $962K in Q2 2019. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • OTA Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • OTA Financial Group sold 15,674 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $962K.
  • OTA Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 1 quarter.
  • OTA Financial Group's iShares Core MSCI EAFE ETF position peaked at $962K in Q2 2019.
  • 949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on OTA Financial Group's 13F filing for Q3 2019, filed 28 Oct 2019.