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WFG Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WFG Advisors’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
Q2 		– Sell
-145
Closed -$8K – 1604
2017
Q1 		$8K Buy
+145
New +$8.15K ﹤0.01% 1124
2016
Q4 		– Sell
-879
Closed -$48K – 1634
2016
Q3 		$48K Buy
879
+231
+36% +$12.5K 0.01% 719
2016
Q2 		$34K Buy
648
+9
+1% +$481 0.01% 799
2016
Q1 		$34K Buy
639
+600
+1,538% +$30.6K 0.01% 765
2015
Q4 		$2K Hold
39
– – ﹤0.01% 1370
2015
Q3 		$2K Hold
39
– – ﹤0.01% 1416
2015
Q2 		$2K Hold
39
– – ﹤0.01% 1487
2015
Q1 		$2K Sell
39
-557
-93% -$31.9K ﹤0.01% 1544
2014
Q4 		$33K Buy
+596
New +$33.8K 0.01% 1048

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

WFG Advisors's IEFA Position: Q2 2017 in Review

WFG Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2017, closing a stake of 145 shares — an estimated $8K sold.

WFG Advisors first reported a position in IEFA in Q4 2014 and held it in 9 quarters. The position peaked at $48K in Q3 2016. 487 funds tracked by Wall St. Rank hold IEFA as of Q2 2017.

  • WFG Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 145 iShares Core MSCI EAFE ETF shares in Q2 2017, an estimated $8K.
  • WFG Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and held it in 9 quarters.
  • WFG Advisors's iShares Core MSCI EAFE ETF position peaked at $48K in Q3 2016.
  • 487 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.