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ZWJ Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

ZWJ Investment Counsel’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
Q3 		– Sell
-3,200
Closed -$203K – 160
2018
Q2 		$203K Sell
3,200
-1,000
-24% -$66.2K 0.02% 155
2018
Q1 		$277K Buy
+4,200
New +$282K 0.03% 130

Other funds holding IEFA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

ZWJ Investment Counsel's IEFA Position: Q3 2018 in Review

ZWJ Investment Counsel sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2018, closing a stake of 3,200 shares — an estimated $203K sold.

ZWJ Investment Counsel first reported a position in IEFA in Q1 2018 and held it in 2 quarters. The position peaked at $277K in Q1 2018. 757 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • ZWJ Investment Counsel reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 3,200 iShares Core MSCI EAFE ETF shares in Q3 2018, an estimated $203K.
  • ZWJ Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 2 quarters.
  • ZWJ Investment Counsel's iShares Core MSCI EAFE ETF position peaked at $277K in Q1 2018.
  • 757 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

Based on ZWJ Investment Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.