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Robertson Stephens Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Robertson Stephens 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
2017
Q3 		$3.55M Sell
55,321
-5,176
-9% -$324K 3.06% 12
2017
Q2 		$3.68M Sell
60,497
-1,812
-3% -$109K 3.31% 10
2017
Q1 		$3.49M Buy
62,309
+3,108
+5% +$175K 3.11% 8
2016
Q4 		$3.17M Buy
+59,201
New +$3.18M 1.81% 17

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
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
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

Robertson Stephens Advisors's IEFA Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.6% in Q3 2017, selling an estimated $324K and leaving 55,321 shares worth $3.55M. The position accounts for 3.06% of the portfolio, ranked #12.

Robertson Stephens Advisors first reported a position in IEFA in Q4 2016 and has held it in 4 quarters since. The position peaked at $3.68M in Q2 2017. 534 funds tracked by Wall St. Rank hold IEFA as of Q3 2017.

  • Robertson Stephens Advisors held 55,321 shares of iShares Core MSCI EAFE ETF worth $3.55M as of Q3 2017.
  • Robertson Stephens Advisors sold 5,176 iShares Core MSCI EAFE ETF shares in Q3 2017, an estimated $324K.
  • iShares Core MSCI EAFE ETF made up 3.06% of Robertson Stephens Advisors's portfolio in Q3 2017, its #12 holding.
  • Robertson Stephens Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Core MSCI EAFE ETF position peaked at $3.68M in Q2 2017.
  • 534 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.