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Townsend & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Townsend & Associates’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
2018
Q4 		– Sell
-207
Closed -$13K – 100
2018
Q3 		$13K Hold
207
– – 0.01% 127
2018
Q2 		$13K Hold
207
– – 0.01% 128
2018
Q1 		$14K Hold
207
– – 0.01% 123
2017
Q4 		$14K Buy
+207
New +$13.5K 0.01% 154

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Townsend & Associates's IEFA Position: Q4 2018 in Review

Townsend & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 207 shares — an estimated $13K sold.

Townsend & Associates first reported a position in IEFA in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q1 2018. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

  • Townsend & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Townsend & Associates sold 207 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $13K.
  • Townsend & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 4 quarters.
  • Townsend & Associates's iShares Core MSCI EAFE ETF position peaked at $14K in Q1 2018.
  • 892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Townsend & Associates's 13F filing for Q4 2018, filed 15 Jan 2019.