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

WealthShield’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
Q4 		$1.66M Buy
+24,964
New +$1.63M 1.01% 24

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WealthShield's IEFA Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2017: 24,964 shares worth $1.66M. The stake represents 1.01% of the portfolio and ranks #24 among its holdings.

656 funds tracked by Wall St. Rank hold IEFA as of Q4 2017.

  • WealthShield held 24,964 shares of iShares Core MSCI EAFE ETF worth $1.66M as of Q4 2017.
  • iShares Core MSCI EAFE ETF was a new WealthShield position in Q4 2017.
  • iShares Core MSCI EAFE ETF made up 1.01% of WealthShield's portfolio in Q4 2017, its #24 holding.
  • 656 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.