Ronald Blue & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ronald Blue & 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
2017 Q2	$4.27M	Buy	70,087 +9,280	+15%	+$560K	0.14%	27
2017 Q1	$3.52M	Sell	60,807 -21,419	-26%	-$1.2M	0.12%	31
2016 Q4	$4.41M	Buy	82,226 +30,779	+60%	+$1.65M	0.17%	27
2016 Q3	$2.84M	Buy	51,447 +12,339	+32%	+$666K	0.11%	29
2016 Q2	$2.03M	Buy	39,108 +22,801	+140%	+$1.22M	0.09%	36
2016 Q1	$867K	Buy	+16,307	New	+$832K	0.05%	60

Other funds holding IEFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ronald Blue & Co's IEFA Position: Q2 2017 in Review

Ronald Blue & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2017, buying an estimated $560K and bringing the position to 70,087 shares worth $4.27M. The position accounts for 0.14% of the portfolio, ranked #27.

Ronald Blue & Co first reported a position in IEFA in Q1 2016 and has held it in 6 quarters since. The position peaked at $4.41M in Q4 2016. 488 funds tracked by Wall St. Rank hold IEFA as of Q2 2017.

Ronald Blue & Co held 70,087 shares of iShares Core MSCI EAFE ETF worth $4.27M as of Q2 2017.
Ronald Blue & Co bought 9,280 iShares Core MSCI EAFE ETF shares in Q2 2017, an estimated $560K.
iShares Core MSCI EAFE ETF made up 0.14% of Ronald Blue & Co's portfolio in Q2 2017, its #27 holding.
Ronald Blue & Co first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 6 quarters since.
Ronald Blue & Co's iShares Core MSCI EAFE ETF position peaked at $4.41M in Q4 2016.
488 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.