PIA
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Phoenix Investment Adviser’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Phoenix Investment Adviser’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 		$96K Hold
1,580
– – 0.34% 27
2019
Q2 		$97K Hold
1,580
– – 0.18% 27
2019
Q1 		$96K Hold
1,580
– – 0.21% 28
2018
Q4 		$87K Buy
+1,580
New +$92.7K 0.18% 22

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
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
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
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

Phoenix Investment Adviser's IEFA Position: Q3 2019 in Review

Phoenix Investment Adviser held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2019 at 1,580 shares worth $96K. The position accounts for 0.34% of the portfolio, ranked #27.

Phoenix Investment Adviser first reported a position in IEFA in Q4 2018 and has held it in 4 quarters since. The position peaked at $97K in Q2 2019. 950 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • Phoenix Investment Adviser held 1,580 shares of iShares Core MSCI EAFE ETF worth $96K as of Q3 2019.
  • Phoenix Investment Adviser left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2019.
  • iShares Core MSCI EAFE ETF made up 0.34% of Phoenix Investment Adviser's portfolio in Q3 2019, its #27 holding.
  • Phoenix Investment Adviser first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 4 quarters since.
  • Phoenix Investment Adviser's iShares Core MSCI EAFE ETF position peaked at $97K in Q2 2019.
  • 950 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Phoenix Investment Adviser's 13F filing for Q3 2019, filed 13 Nov 2019.