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Wealthfront’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealthfront’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
Q1 		– Sell
-3,377
Closed -$223K – 513
2017
Q4 		$223K Sell
3,377
-301
-8% -$19.6K ﹤0.01% 478
2017
Q3 		$236K Buy
+3,678
New +$230K ﹤0.01% 463
2015
Q4 		– Sell
-177
Closed -$9K – 635
2015
Q3 		$9K Sell
177
-95
-35% -$5.38K ﹤0.01% 981
2015
Q2 		$16K Buy
272
+241
+777% +$14.7K ﹤0.01% 702
2015
Q1 		$2K Buy
+31
New +$1.78K ﹤0.01% 1002
2014
Q3 		– Sell
-12
Closed -$1K – 688
2014
Q2 		$1K Buy
+12
New +$744 ﹤0.01% 571

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wealthfront's IEFA Position: Q1 2018 in Review

Wealthfront sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2018, closing a stake of 3,377 shares — an estimated $223K sold.

Wealthfront first reported a position in IEFA in Q2 2014 and held it in 6 quarters. The position peaked at $236K in Q3 2017. 705 funds tracked by Wall St. Rank hold IEFA as of Q1 2018.

  • Wealthfront reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthfront sold 3,377 iShares Core MSCI EAFE ETF shares in Q1 2018, an estimated $223K.
  • Wealthfront first reported a position in iShares Core MSCI EAFE ETF in Q2 2014 and held it in 6 quarters.
  • Wealthfront's iShares Core MSCI EAFE ETF position peaked at $236K in Q3 2017.
  • 705 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.