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WealthTrust-Arizona’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthTrust-Arizona’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
2013
Q3 		– Sell
-770
Closed -$40K – 654
2013
Q2 		$40K Buy
+770
New +$41.7K 0.05% 149

Other funds holding IEFA

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFS
Community Financial System Dewitt, New York $457M AUM 10.01% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthTrust-Arizona's IEFA Position: Q3 2013 in Review

WealthTrust-Arizona sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2013, closing a stake of 770 shares — an estimated $40K sold.

WealthTrust-Arizona first reported a position in IEFA in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 55 funds tracked by Wall St. Rank hold IEFA as of Q3 2013.

  • WealthTrust-Arizona reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 770 iShares Core MSCI EAFE ETF shares in Q3 2013, an estimated $40K.
  • WealthTrust-Arizona first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and held it in 1 quarter.
  • WealthTrust-Arizona's iShares Core MSCI EAFE ETF position peaked at $40K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2013.

Based on WealthTrust-Arizona's 13F filing for Q3 2013, filed 23 Oct 2013.