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Pinkerton Retirement Specialists’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pinkerton Retirement Specialists’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
2017
Q4 		– Sell
-64
Closed -$4K – 219
2017
Q3 		$4K Buy
64
+2
+3% +$125 ﹤0.01% 133
2017
Q2 		$4K Buy
+62
New +$3.74K ﹤0.01% 152

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Pinkerton Retirement Specialists's IEFA Position: Q4 2017 in Review

Pinkerton Retirement Specialists sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2017, closing a stake of 64 shares — an estimated $4K sold.

Pinkerton Retirement Specialists first reported a position in IEFA in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 655 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • Pinkerton Retirement Specialists reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 64 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $4K.
  • Pinkerton Retirement Specialists first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's iShares Core MSCI EAFE ETF position peaked at $4K in Q3 2017.
  • 655 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2017, filed 8 Feb 2018.