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Roman Butler Fullerton & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Roman Butler Fullerton & Co’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
Q3 		– Sell
-3,369
Closed -$207K – 172
2019
Q2 		$207K Buy
+3,369
New +$206K 0.14% 168

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Roman Butler Fullerton & Co's IEFA Position: Q3 2019 in Review

Roman Butler Fullerton & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 3,369 shares — an estimated $207K sold.

Roman Butler Fullerton & Co first reported a position in IEFA in Q2 2019 and held it in 1 quarter. The position peaked at $207K in Q2 2019. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • Roman Butler Fullerton & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 3,369 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $207K.
  • Roman Butler Fullerton & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's iShares Core MSCI EAFE ETF position peaked at $207K in Q2 2019.
  • 949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Roman Butler Fullerton & Co's 13F filing for Q3 2019, filed 15 Oct 2019.