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Perennial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Perennial Advisors’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
Q3 		– Sell
-2,526
Closed -$160K – 210
2018
Q2 		$160K Buy
+2,526
New +$167K 0.1% 76

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Perennial Advisors's IEFA Position: Q3 2018 in Review

Perennial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2018, closing a stake of 2,526 shares — an estimated $160K sold.

Perennial Advisors first reported a position in IEFA in Q2 2018 and held it in 1 quarter. The position peaked at $160K in Q2 2018. 756 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • Perennial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Perennial Advisors sold 2,526 iShares Core MSCI EAFE ETF shares in Q3 2018, an estimated $160K.
  • Perennial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 1 quarter.
  • Perennial Advisors's iShares Core MSCI EAFE ETF position peaked at $160K in Q2 2018.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

Based on Perennial Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.