Joseph P. Kennedy III sold iShares Core MSCI EAFE ETF (BATS: IEFA)
Joseph P. Kennedy III (D-MA), a U.S. Representative, has disclosed 2 trades in iShares Core MSCI EAFE ETF (IEFA) since 2018, 1 purchase and 1 sale, worth an estimated $65K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a sale: Joseph P. Kennedy III sold $15,001 - $50,000 of iShares Core MSCI EAFE ETF (BATS: IEFA) on December 31, 2018. Since that trade, IEFA is up +117.24% against the S&P 500 up +225.44%, an outperformance of -108.21%.
Across these filings, Joseph P. Kennedy III has been a balanced trader of IEFA (a buy-to-sell ratio of 1.00). Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Joseph P. Kennedy III's IEFA trades vs the price
IEFA is up +117.24% since Joseph P. Kennedy III sold on December 31, 2018, versus +225.44% for the S&P 500.
Performance since this trade
All Joseph P. Kennedy III IEFA trades
Joseph P. Kennedy III & IEFA trading FAQ
Is it legal for Joseph P. Kennedy III to trade iShares Core MSCI EAFE ETF (IEFA) stock?
Yes. Members of Congress are allowed to trade individual stocks, including iShares Core MSCI EAFE ETF (IEFA), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Joseph P. Kennedy III sell IEFA?
Joseph P. Kennedy III disclosed a sale of $15,001 - $50,000 of iShares Core MSCI EAFE ETF (IEFA) on December 31, 2018, according to public STOCK Act filings.
How has IEFA performed since Joseph P. Kennedy III's trade?
Since Joseph P. Kennedy III sold IEFA on December 31, 2018, the stock is up +117.24%, versus +225.44% for the S&P 500 over the same period, an outperformance of -108.21%.
How many times has Joseph P. Kennedy III traded IEFA?
Joseph P. Kennedy III has disclosed 2 IEFA trades since 2018 (1 purchase and 1 sale). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional IEFA trades?
Quantellect tracks every disclosed congressional trade in iShares Core MSCI EAFE ETF (IEFA) on the iShares Core MSCI EAFE ETF congressional trading page, which aggregates filings across all members of Congress.
Joseph P. Kennedy III's IEFA tradesAll congressional filings for iShares Core MSCI EAFE ETFJoseph P. Kennedy III's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.