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StratiFi’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

StratiFi’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
2016
Q1 		– Sell
-5,600
Closed -$329K – 21
2015
Q4 		$329K Sell
5,600
-389,263
-99% -$21.6M 0.12% 21
2015
Q3 		$118K Buy
+394,863
New +$22.4M 0.03% 25

Other funds holding IEFA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StratiFi's IEFA Position: Q1 2016 in Review

StratiFi sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2016, closing a stake of 5,600 shares — an estimated $329K sold.

StratiFi first reported a position in IEFA in Q3 2015 and held it in 2 quarters. The position peaked at $329K in Q4 2015. 276 funds tracked by Wall St. Rank hold IEFA as of Q1 2016.

  • StratiFi reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2016 after selling out during the quarter.
  • StratiFi sold 5,600 iShares Core MSCI EAFE ETF shares in Q1 2016, an estimated $329K.
  • StratiFi first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and held it in 2 quarters.
  • StratiFi's iShares Core MSCI EAFE ETF position peaked at $329K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2016.

Based on StratiFi's 13F filing for Q1 2016, filed 16 May 2016.