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Yellowstone Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Yellowstone Partners’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
2016
Q3 		$224K Buy
+4,060
New +$219K 0.08% 200

Other funds holding IEFA

BFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Yellowstone Partners's IEFA Position: Q3 2016 in Review

Yellowstone Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2016: 4,060 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #200 among its holdings.

329 funds tracked by Wall St. Rank hold IEFA as of Q3 2016.

  • Yellowstone Partners held 4,060 shares of iShares Core MSCI EAFE ETF worth $224K as of Q3 2016.
  • iShares Core MSCI EAFE ETF was a new Yellowstone Partners position in Q3 2016.
  • iShares Core MSCI EAFE ETF made up 0.08% of Yellowstone Partners's portfolio in Q3 2016, its #200 holding.
  • 329 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2016.

Based on Yellowstone Partners's 13F filing for Q3 2016, filed 27 Oct 2016.