SLG
IEFA icon

Stanley-Laman Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stanley-Laman 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
2019
Q1 		– Sell
-12,191
Closed -$670K – 263
2018
Q4 		$670K Buy
12,191
+67
+0.6% +$3.93K 0.19% 198
2018
Q3 		$777K Sell
12,124
-92
-0.8% -$5.87K 0.19% 158
2018
Q2 		$774K Buy
12,216
+614
+5% +$40.6K 0.17% 175
2018
Q1 		$764K Sell
11,602
-18
-0.2% -$1.21K 0.17% 167
2017
Q4 		$768K Sell
11,620
-534
-4% -$34.8K 0.17% 170
2017
Q3 		$780K Sell
12,154
-116
-0.9% -$7.26K 0.21% 113
2017
Q2 		$747K Sell
12,270
-114
-0.9% -$6.88K 0.2% 105
2017
Q1 		$718K Sell
12,384
-491
-4% -$27.6K 0.19% 125
2016
Q4 		$690K Buy
12,875
+6,820
+113% +$366K 0.21% 142
2016
Q3 		$334K Buy
6,055
+223
+4% +$12K 0.14% 159
2016
Q2 		$303K Buy
+5,832
New +$312K 0.12% 176

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stanley-Laman Group's IEFA Position: Q1 2019 in Review

Stanley-Laman Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 12,191 shares — an estimated $670K sold.

Stanley-Laman Group first reported a position in IEFA in Q2 2016 and held it in 11 quarters. The position peaked at $780K in Q3 2017. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • Stanley-Laman Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Stanley-Laman Group sold 12,191 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $670K.
  • Stanley-Laman Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 11 quarters.
  • Stanley-Laman Group's iShares Core MSCI EAFE ETF position peaked at $780K in Q3 2017.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Stanley-Laman Group's 13F filing for Q1 2019, filed 10 May 2019.