Signature Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Signature Financial 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
2018 Q4	$2.87M	Buy	52,166 +12,046	+30%	+$707K	0.69%	23
2018 Q3	$2.57M	Hold	40,120	–	–	0.45%	34
2018 Q2	$2.54M	Sell	40,120 -22,100	-36%	-$1.46M	0.54%	35
2018 Q1	$4.1M	Sell	62,220 -8,810	-12%	-$592K	0.85%	21
2017 Q4	$4.7M	Sell	71,030 -13,231	-16%	-$863K	1.27%	15
2017 Q3	$5.41M	Sell	84,261 -16,233	-16%	-$1.02M	1.65%	14
2017 Q2	$6.12M	Buy	100,494 +854	+0.9%	+$51.5K	1.92%	13
2017 Q1	$5.77M	Sell	99,640 -1,166	-1%	-$65.5K	1.85%	14
2016 Q4	$5.41M	Hold	100,806	–	–	2.03%	12
2016 Q3	$5.56M	Buy	100,806 +37,140	+58%	+$2M	2.25%	14
2016 Q2	$3.3M	Sell	63,666 -6,229	-9%	-$333K	1.55%	18
2016 Q1	$3.72M	Sell	69,895 -88,416	-56%	-$4.51M	1.81%	16
2015 Q4	$8.61M	Buy	158,311 +41,095	+35%	+$2.28M	4.19%	6
2015 Q3	$6.19M	Buy	+117,216	New	+$6.64M	3.81%	6

Other funds holding IEFA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USAA

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

Signature Financial Management's IEFA Position: Q4 2018 in Review

Signature Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q4 2018, buying an estimated $707K and bringing the position to 52,166 shares worth $2.87M. The position accounts for 0.69% of the portfolio, ranked #23.

Signature Financial Management first reported a position in IEFA in Q3 2015 and has held it in 14 quarters since. The position peaked at $8.61M in Q4 2015. 893 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

Signature Financial Management held 52,166 shares of iShares Core MSCI EAFE ETF worth $2.87M as of Q4 2018.
Signature Financial Management bought 12,046 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $707K.
iShares Core MSCI EAFE ETF made up 0.69% of Signature Financial Management's portfolio in Q4 2018, its #23 holding.
Signature Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 14 quarters since.
Signature Financial Management's iShares Core MSCI EAFE ETF position peaked at $8.61M in Q4 2015.
893 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.