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

Portfolio Solutions’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
Q2 		– Sell
-740
Closed -$49K – 95
2018
Q1 		$49K Hold
740
– – 0.01% 73
2017
Q4 		$49K Hold
740
– – 0.01% 71
2017
Q3 		$47K Buy
+740
New +$46.3K 0.01% 72

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
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Portfolio Solutions's IEFA Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2018, closing a stake of 740 shares — an estimated $49K sold.

Portfolio Solutions first reported a position in IEFA in Q3 2017 and held it in 3 quarters. The position peaked at $49K in Q1 2018. 740 funds tracked by Wall St. Rank hold IEFA as of Q2 2018.

  • Portfolio Solutions reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 740 iShares Core MSCI EAFE ETF shares in Q2 2018, an estimated $49K.
  • Portfolio Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and held it in 3 quarters.
  • Portfolio Solutions's iShares Core MSCI EAFE ETF position peaked at $49K in Q1 2018.
  • 740 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.