Acorn Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Acorn Wealth Advisors’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
2022 Q2	–	Sell	-4,161	Closed	-$289K	–	171
2022 Q1	$289K	Buy	4,161 +93	+2%	+$6.58K	0.2%	129
2021 Q4	$304K	Buy	4,068 +42	+1%	+$3.16K	0.19%	132
2021 Q3	$299K	Buy	4,026 +42	+1%	+$3.19K	0.21%	119
2021 Q2	$298K	Buy	3,984 +33	+0.8%	+$2.49K	0.21%	119
2021 Q1	$285K	Hold	3,951	–	–	0.2%	118
2020 Q4	$273K	Buy	+3,951	New	+$255K	0.21%	114
2018 Q3	–	Sell	-2,284	Closed	-$143K	–	269
2018 Q2	$143K	Hold	2,284	–	–	0.12%	139
2018 Q1	$153K	Buy	+2,284	New	+$153K	0.13%	130

Other funds holding IEFA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Acorn Wealth Advisors's IEFA Position: Q2 2022 in Review

Acorn Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 4,161 shares — an estimated $289K sold.

Acorn Wealth Advisors first reported a position in IEFA in Q1 2018 and held it in 8 quarters. The position peaked at $304K in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

Acorn Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 4,161 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $289K.
Acorn Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 8 quarters.
Acorn Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $304K in Q4 2021.
1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Acorn Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.