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

Signature Wealth Management Group’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	–	Sell	-2,030	Closed	-$117K	–	176
2018 Q3	$117K	Buy	2,030 +245	+14%	+$15.6K	0.09%	77
2018 Q2	$113K	Hold	1,785	–	–	0.08%	78
2018 Q1	$118K	Hold	1,785	–	–	0.09%	76
2017 Q4	$118K	Buy	+1,785	New	+$116K	0.09%	74

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 $374B AUM 17.66% 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 Wealth Management Group's IEFA Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 2,030 shares — an estimated $117K sold.

Signature Wealth Management Group first reported a position in IEFA in Q4 2017 and held it in 4 quarters. The position peaked at $118K in Q1 2018. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 2,030 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $117K.
Signature Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $118K in Q1 2018.
892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.