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Richard Bernstein Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Richard Bernstein Advisors’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
Q1 		– Sell
-13,734
Closed -$908K – 334
2017
Q4 		$908K Buy
13,734
+13,671
+21,700% +$891K 0.04% 189
2017
Q3 		$4K Hold
63
– – ﹤0.01% 200
2017
Q2 		$4K Buy
+63
New +$3.8K ﹤0.01% 189

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Richard Bernstein Advisors's IEFA Position: Q1 2018 in Review

Richard Bernstein Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2018, closing a stake of 13,734 shares — an estimated $908K sold.

Richard Bernstein Advisors first reported a position in IEFA in Q2 2017 and held it in 3 quarters. The position peaked at $908K in Q4 2017. 705 funds tracked by Wall St. Rank hold IEFA as of Q1 2018.

  • Richard Bernstein Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 13,734 iShares Core MSCI EAFE ETF shares in Q1 2018, an estimated $908K.
  • Richard Bernstein Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 3 quarters.
  • Richard Bernstein Advisors's iShares Core MSCI EAFE ETF position peaked at $908K in Q4 2017.
  • 705 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2018.

Based on Richard Bernstein Advisors's 13F filing for Q1 2018, filed 14 May 2018.