Sensible Financial Planning & Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sensible Financial Planning & 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
2016 Q4	–	Sell	-157	Closed	-$9K	–	45
2016 Q3	$9K	Buy	157 +33	+27%	+$1.78K	0.01%	65
2016 Q2	$6K	Buy	124 +1	+0.8%	+$53	﹤0.01%	75
2016 Q1	$7K	Sell	123 -200	-62%	-$10.2K	0.01%	70
2015 Q4	$18K	Hold	323	–	–	0.01%	52
2015 Q3	$17K	Buy	323 +73	+29%	+$4.14K	0.01%	53
2015 Q2	$15K	Buy	+250	New	+$15.2K	0.01%	50

Other funds holding IEFA

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Sensible Financial Planning & Management's IEFA Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2016, closing a stake of 157 shares — an estimated $9K sold.

Sensible Financial Planning & Management first reported a position in IEFA in Q2 2015 and held it in 6 quarters. The position peaked at $18K in Q4 2015. 388 funds tracked by Wall St. Rank hold IEFA as of Q4 2016.

Sensible Financial Planning & Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 157 iShares Core MSCI EAFE ETF shares in Q4 2016, an estimated $9K.
Sensible Financial Planning & Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and held it in 6 quarters.
Sensible Financial Planning & Management's iShares Core MSCI EAFE ETF position peaked at $18K in Q4 2015.
388 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.