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Rockefeller Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rockefeller Financial Services’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
Q4 		$3.76M Buy
56,869
+15,009
+36% +$979K 0.06% 148
2017
Q3 		$2.69M Buy
+41,860
New +$2.62M 0.05% 140

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Rockefeller Financial Services's IEFA Position: Q4 2017 in Review

Rockefeller Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 36% in Q4 2017, buying an estimated $979K and bringing the position to 56,869 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #148.

Rockefeller Financial Services first reported a position in IEFA in Q3 2017 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • Rockefeller Financial Services held 56,869 shares of iShares Core MSCI EAFE ETF worth $3.76M as of Q4 2017.
  • Rockefeller Financial Services bought 15,009 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $979K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Rockefeller Financial Services's portfolio in Q4 2017, its #148 holding.
  • Rockefeller Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.