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Spruce Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Spruce Investment Advisors’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
Q4 		$2.91M Sell
44,043
-7,112
-14% -$464K 6% 4
2017
Q3 		$3.28M Sell
51,155
-1,934
-4% -$121K 6.33% 3
2017
Q2 		$3.23M Sell
53,089
-87,426
-62% -$5.28M 5.72% 3
2017
Q1 		$8.14M Sell
140,515
-328,960
-70% -$18.5M 9.39% 2
2016
Q4 		$25.2M Buy
469,475
+268,129
+133% +$14.4M 19.54% 2
2016
Q3 		$11.1M Sell
201,346
-28,738
-12% -$1.55M 6.99% 5
2016
Q2 		$11.9M Buy
+230,084
New +$12.3M 6.79% 5

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Spruce Investment Advisors's IEFA Position: Q4 2017 in Review

Spruce Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q4 2017, selling an estimated $464K and leaving 44,043 shares worth $2.91M. The position accounts for 6% of the portfolio, ranked #4.

Spruce Investment Advisors first reported a position in IEFA in Q2 2016 and has held it in 7 quarters since. The position peaked at $25.2M in Q4 2016. 655 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • Spruce Investment Advisors held 44,043 shares of iShares Core MSCI EAFE ETF worth $2.91M as of Q4 2017.
  • Spruce Investment Advisors sold 7,112 iShares Core MSCI EAFE ETF shares in Q4 2017, an estimated $464K.
  • iShares Core MSCI EAFE ETF made up 6% of Spruce Investment Advisors's portfolio in Q4 2017, its #4 holding.
  • Spruce Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 7 quarters since.
  • Spruce Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $25.2M in Q4 2016.
  • 655 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.