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Placemark Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Placemark Investments’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
2014
Q4 		$1.39M Buy
25,045
+1,356
+6% +$76.9K 0.02% 726
2014
Q3 		$1.38M Buy
23,689
+7,716
+48% +$468K 0.03% 717
2014
Q2 		$993K Buy
15,973
+3,925
+33% +$243K 0.02% 875
2014
Q1 		$737K Buy
12,048
+5,996
+99% +$359K 0.01% 943
2013
Q4 		$368K Buy
+6,052
New +$357K 0.01% 1260

Other funds holding IEFA

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Placemark Investments's IEFA Position: Q4 2014 in Review

Placemark Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.7% in Q4 2014, buying an estimated $76.9K and bringing the position to 25,045 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #726.

Placemark Investments first reported a position in IEFA in Q4 2013 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold IEFA as of Q4 2014.

  • Placemark Investments held 25,045 shares of iShares Core MSCI EAFE ETF worth $1.39M as of Q4 2014.
  • Placemark Investments bought 1,356 iShares Core MSCI EAFE ETF shares in Q4 2014, an estimated $76.9K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #726 holding.
  • Placemark Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.