WI
IEFA icon

WBI Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WBI Investments’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
2017
Q1 		– Sell
-41,363
Closed -$2.22M – 323
2016
Q4 		$2.22M Buy
+41,363
New +$2.22M 0.1% 143
2015
Q3 		– Sell
-5,194
Closed -$303K – 211
2015
Q2 		$303K Buy
+5,194
New +$316K 0.01% 214

Other funds holding IEFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBI Investments's IEFA Position: Q1 2017 in Review

WBI Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2017, closing a stake of 41,363 shares — an estimated $2.22M sold.

WBI Investments first reported a position in IEFA in Q2 2015 and held it in 2 quarters. The position peaked at $2.22M in Q4 2016. 438 funds tracked by Wall St. Rank hold IEFA as of Q1 2017.

  • WBI Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 41,363 iShares Core MSCI EAFE ETF shares in Q1 2017, an estimated $2.22M.
  • WBI Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and held it in 2 quarters.
  • WBI Investments's iShares Core MSCI EAFE ETF position peaked at $2.22M in Q4 2016.
  • 438 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.