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Royal Fund Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Royal Fund Management’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
2020
Q1 		– Sell
-54
Closed -$3K – 646
2019
Q4 		$3K Buy
+54
New +$3.42K ﹤0.01% 520
2019
Q3 		– Sell
-9
Closed – – 618
2019
Q2 		$0 Sell
9
-771
-99% -$47.2K ﹤0.01% 594
2019
Q1 		$47K Buy
780
+373
+92% +$22K 0.02% 215
2018
Q4 		$22K Buy
+407
New +$23.9K 0.01% 257
2018
Q3 		– Sell
-98
Closed -$6K – 578
2018
Q2 		$6K Sell
98
-48
-33% -$3.18K ﹤0.01% 394
2018
Q1 		$9K Sell
146
-2,254
-94% -$151K ﹤0.01% 351
2017
Q4 		$158K Buy
2,400
+2,049
+584% +$134K 0.06% 125
2017
Q3 		$22K Buy
+351
New +$22K 0.01% 238
2017
Q2 		– Sell
-187
Closed -$10K – 472
2017
Q1 		$10K Buy
187
+61
+48% +$3.43K ﹤0.01% 266
2016
Q4 		$6K Buy
+126
New +$6.76K ﹤0.01% 290

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Fund Management's IEFA Position: Q1 2020 in Review

Royal Fund Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 54 shares — an estimated $3K sold.

Royal Fund Management first reported a position in IEFA in Q4 2016 and held it in 10 quarters. The position peaked at $158K in Q4 2017. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Royal Fund Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 54 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $3K.
  • Royal Fund Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 10 quarters.
  • Royal Fund Management's iShares Core MSCI EAFE ETF position peaked at $158K in Q4 2017.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.