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VSR Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

VSR Financial Services’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
Q2 		$803K Buy
15,479
+5,257
+51% +$281K 0.13% 204
2016
Q1 		$543K Buy
+10,222
New +$521K 0.06% 314

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VSR Financial Services's IEFA Position: Q2 2016 in Review

VSR Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 51% in Q2 2016, buying an estimated $281K and bringing the position to 15,479 shares worth $803K. The position accounts for 0.13% of the portfolio, ranked #204.

VSR Financial Services first reported a position in IEFA in Q1 2016 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold IEFA as of Q2 2016.

  • VSR Financial Services held 15,479 shares of iShares Core MSCI EAFE ETF worth $803K as of Q2 2016.
  • VSR Financial Services bought 5,257 iShares Core MSCI EAFE ETF shares in Q2 2016, an estimated $281K.
  • iShares Core MSCI EAFE ETF made up 0.13% of VSR Financial Services's portfolio in Q2 2016, its #204 holding.
  • VSR Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.