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Vickerman & Driscoll Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vickerman & Driscoll Financial Advisors’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
Q3 		– Sell
-51
Closed -$3K – 114
2018
Q2 		$3K Hold
51
– – ﹤0.01% 107
2018
Q1 		$3K Hold
51
– – ﹤0.01% 107
2017
Q4 		$3K Buy
+51
New +$3.33K ﹤0.01% 105

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IEFA Position: Q3 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2018, closing a stake of 51 shares — an estimated $3K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IEFA in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 756 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 51 iShares Core MSCI EAFE ETF shares in Q3 2018, an estimated $3K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 3 quarters.
  • Vickerman & Driscoll Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $3K in Q2 2018.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.