Stanford Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-128,067	Closed	-$6.87M	–	134
2016 Q4	$6.87M	Buy	128,067 +52,202	+69%	+$2.8M	3.35%	7
2016 Q3	$4.18M	Buy	75,865 +10,679	+16%	+$576K	1.97%	12
2016 Q2	$3.38M	Sell	65,186 -3,692	-5%	-$197K	1.73%	12
2016 Q1	$3.66M	Sell	68,878 -23,211	-25%	-$1.18M	2.06%	11
2015 Q4	$5.01M	Buy	92,089 +11,764	+15%	+$653K	2.73%	10
2015 Q3	$4.24M	Sell	80,325 -7,796	-9%	-$442K	3.12%	8
2015 Q2	$5.14M	Buy	88,121 +14,464	+20%	+$880K	3.85%	7
2015 Q1	$4.31M	Buy	73,657 +15,515	+27%	+$890K	3.43%	7
2014 Q4	$3.22M	Buy	+58,142	New	+$3.3M	2.69%	9

Other funds holding IEFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stanford Investment Group's IEFA Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2017, closing a stake of 128,067 shares — an estimated $6.87M sold.

Stanford Investment Group first reported a position in IEFA in Q4 2014 and held it in 9 quarters. The position peaked at $6.87M in Q4 2016. 440 funds tracked by Wall St. Rank hold IEFA as of Q1 2017.

Stanford Investment Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 128,067 iShares Core MSCI EAFE ETF shares in Q1 2017, an estimated $6.87M.
Stanford Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Core MSCI EAFE ETF position peaked at $6.87M in Q4 2016.
440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.