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Planning Solutions Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Planning Solutions Group’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
Q2 		$14M Sell
228,452
-2,560
-1% -$157K 7.22% 2
2019
Q1 		$14M Sell
231,012
-10,426
-4% -$615K 7.52% 2
2018
Q4 		$13.3M Buy
+241,438
New +$14.2M 8.08% 2

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
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
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

Planning Solutions Group's IEFA Position: Q2 2019 in Review

Planning Solutions Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2019, selling an estimated $157K and leaving 228,452 shares worth $14M. The position accounts for 7.22% of the portfolio, ranked #2.

Planning Solutions Group first reported a position in IEFA in Q4 2018 and has held it in 3 quarters since. The position peaked at $14M in Q1 2019. 943 funds tracked by Wall St. Rank hold IEFA as of Q2 2019.

  • Planning Solutions Group held 228,452 shares of iShares Core MSCI EAFE ETF worth $14M as of Q2 2019.
  • Planning Solutions Group sold 2,560 iShares Core MSCI EAFE ETF shares in Q2 2019, an estimated $157K.
  • iShares Core MSCI EAFE ETF made up 7.22% of Planning Solutions Group's portfolio in Q2 2019, its #2 holding.
  • Planning Solutions Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's iShares Core MSCI EAFE ETF position peaked at $14M in Q1 2019.
  • 943 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.