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Stratford Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stratford Consulting’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
2020
Q1 		$1.45M Buy
+28,994
New +$1.73M 0.66% 29

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratford Consulting's IEFA Position: Q1 2020 in Review

Stratford Consulting opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2020: 28,994 shares worth $1.45M. The stake represents 0.66% of the portfolio and ranks #29 among its holdings.

1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Stratford Consulting held 28,994 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q1 2020.
  • iShares Core MSCI EAFE ETF was a new Stratford Consulting position in Q1 2020.
  • iShares Core MSCI EAFE ETF made up 0.66% of Stratford Consulting's portfolio in Q1 2020, its #29 holding.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.