PCM
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Peak Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Peak Capital 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
-5
Closed – – 50
2018
Q3 		$0 Hold
5
– – ﹤0.01% 110
2018
Q2 		$0 Hold
5
– – ﹤0.01% 182
2018
Q1 		$0 Buy
+5
New +$336 ﹤0.01% 81

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Fidelity Investments
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

Peak Capital Management's IEFA Position: Q4 2018 in Review

Peak Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 5 shares.

Peak Capital Management first reported a position in IEFA in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

  • Peak Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Peak Capital Management sold 5 iShares Core MSCI EAFE ETF shares in Q4 2018.
  • Peak Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 3 quarters.
  • Peak Capital Management's iShares Core MSCI EAFE ETF position peaked at $0 in Q3 2018.
  • 892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.