Whitener Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-50	Closed	-$3K	–	450
2018 Q3	$3K	Buy	+50	New	+$3.19K	﹤0.01%	400
2018 Q2	–	Sell	-50	Closed	-$3K	–	236
2018 Q1	$3K	Buy	+50	New	+$3.36K	﹤0.01%	406

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Whitener Capital Management's IEFA Position: Q4 2018 in Review

Whitener Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

Whitener Capital Management first reported a position in IEFA in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

Whitener Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
Whitener Capital Management sold 50 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $3K.
Whitener Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 2 quarters.
Whitener Capital Management's iShares Core MSCI EAFE ETF position peaked at $3K in Q3 2018.
892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.