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Scottrade Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Scottrade Investment 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
2017
Q3 		$241M Buy
3,753,769
+299,865
+9% +$18.8M 13.11% 4
2017
Q2 		$210M Buy
3,453,904
+822,647
+31% +$49.7M 13.6% 4
2017
Q1 		$152M Buy
2,631,257
+438,476
+20% +$24.6M 12.23% 4
2016
Q4 		$121M Hold
2,192,781
– – 14.58% 4
2016
Q3 		$121M Buy
+2,192,781
New +$118M 16.73% 4

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

Scottrade Investment Management's IEFA Position: Q3 2017 in Review

Scottrade Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q3 2017, buying an estimated $18.8M and bringing the position to 3,753,769 shares worth $241M. The position accounts for 13.11% of the portfolio, ranked #4.

Scottrade Investment Management first reported a position in IEFA in Q3 2016 and has held it in 5 quarters since. 534 funds tracked by Wall St. Rank hold IEFA as of Q3 2017.

  • Scottrade Investment Management held 3,753,769 shares of iShares Core MSCI EAFE ETF worth $241M as of Q3 2017.
  • Scottrade Investment Management bought 299,865 iShares Core MSCI EAFE ETF shares in Q3 2017, an estimated $18.8M.
  • iShares Core MSCI EAFE ETF made up 13.11% of Scottrade Investment Management's portfolio in Q3 2017, its #4 holding.
  • Scottrade Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 5 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2017.

Based on Scottrade Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.