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

Strid 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
2016
Q3 		– Sell
-4,113
Closed -$704K – 37
2016
Q2 		$704K Buy
+4,113
New +$220K 0.3% 15

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
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strid Group's IEFA Position: Q3 2016 in Review

Strid Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2016, closing a stake of 4,113 shares — an estimated $704K sold.

Strid Group first reported a position in IEFA in Q2 2016 and held it in 1 quarter. The position peaked at $704K in Q2 2016. 329 funds tracked by Wall St. Rank hold IEFA as of Q3 2016.

  • Strid Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2016 after selling out during the quarter.
  • Strid Group sold 4,113 iShares Core MSCI EAFE ETF shares in Q3 2016, an estimated $704K.
  • Strid Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 1 quarter.
  • Strid Group's iShares Core MSCI EAFE ETF position peaked at $704K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2016.

Based on Strid Group's 13F filing for Q3 2016, filed 8 Nov 2016.