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Winslow Evans & Crocker’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Winslow Evans & Crocker’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
2015
Q4 		– Sell
-182
Closed -$9.61K – 1380
2015
Q3 		$9.61K Hold
182
– – ﹤0.01% 894
2015
Q2 		$10.6K Buy
+182
New +$11.1K ﹤0.01% 917

Other funds holding IEFA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's IEFA Position: Q4 2015 in Review

Winslow Evans & Crocker sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2015, closing a stake of 182 shares — an estimated $9.61K sold.

Winslow Evans & Crocker first reported a position in IEFA in Q2 2015 and held it in 2 quarters. The position peaked at $10.6K in Q2 2015. 264 funds tracked by Wall St. Rank hold IEFA as of Q4 2015.

  • Winslow Evans & Crocker reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 182 iShares Core MSCI EAFE ETF shares in Q4 2015, an estimated $9.61K.
  • Winslow Evans & Crocker first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares Core MSCI EAFE ETF position peaked at $10.6K in Q2 2015.
  • 264 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2015.

Based on Winslow Evans & Crocker's 13F filing for Q4 2015, filed 27 Jan 2016.