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Stifel Nicolaus & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$79.5M Buy
1,379,239
+732,327
+113% +$40.4M 1.32% 6
2013
Q2 		$33.3M Buy
+646,912
New +$35M 0.6% 27

Other funds holding IEFA

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFS
Community Financial System Dewitt, New York $457M AUM 10.01% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Nicolaus & Co's IEFA Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 113% in Q3 2013, buying an estimated $40.4M and bringing the position to 1,379,239 shares worth $79.5M. The position accounts for 1.32% of the portfolio, ranked #6.

Stifel Nicolaus & Co first reported a position in IEFA in Q2 2013 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold IEFA as of Q3 2013.

  • Stifel Nicolaus & Co held 1,379,239 shares of iShares Core MSCI EAFE ETF worth $79.5M as of Q3 2013.
  • Stifel Nicolaus & Co bought 732,327 iShares Core MSCI EAFE ETF shares in Q3 2013, an estimated $40.4M.
  • iShares Core MSCI EAFE ETF made up 1.32% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #6 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.