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AdvicePeriod’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

AdvicePeriod’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
2021
Q2 		$29.4M Buy
392,288
+1,521
+0.4% +$115K 1.91% 13
2021
Q1 		$28.2M Sell
390,767
-16,197
-4% -$1.16M 2% 13
2020
Q4 		$28.1M Buy
406,964
+2,084
+0.5% +$135K 2.16% 12
2020
Q3 		$24.4M Buy
404,880
+56,315
+16% +$3.4M 2.21% 12
2020
Q2 		$19.9M Sell
348,565
-16,425
-5% -$890K 2.17% 12
2020
Q1 		$18.2M Sell
364,990
-141,676
-28% -$8.43M 1.9% 16
2019
Q4 		$33.1M Buy
506,666
+9,325
+2% +$591K 2.89% 10
2019
Q3 		$30.4M Buy
497,341
+24,950
+5% +$1.51M 2.81% 10
2019
Q2 		$29M Buy
472,391
+22,822
+5% +$1.4M 2.71% 11
2019
Q1 		$27.3M Buy
449,569
+9,273
+2% +$547K 2.61% 12
2018
Q4 		$24.2M Buy
440,296
+304,686
+225% +$17.9M 2.74% 10
2018
Q3 		$8.69M Buy
135,610
+14,636
+12% +$933K 0.95% 23
2018
Q2 		$7.67M Buy
120,974
+19,872
+20% +$1.32M 1.22% 21
2018
Q1 		$6.66M Buy
101,102
+26,525
+36% +$1.78M 1.15% 22
2017
Q4 		$4.93M Buy
+74,577
New +$4.86M 0.94% 24

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AdvicePeriod's IEFA Position: Q2 2021 in Review

AdvicePeriod increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.39% in Q2 2021, buying an estimated $115K and bringing the position to 392,288 shares worth $29.4M. The position accounts for 1.91% of the portfolio, ranked #13.

AdvicePeriod first reported a position in IEFA in Q4 2017 and has held it in 15 quarters since. The position peaked at $33.1M in Q4 2019. 1,306 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • AdvicePeriod held 392,288 shares of iShares Core MSCI EAFE ETF worth $29.4M as of Q2 2021.
  • AdvicePeriod bought 1,521 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $115K.
  • iShares Core MSCI EAFE ETF made up 1.91% of AdvicePeriod's portfolio in Q2 2021, its #13 holding.
  • AdvicePeriod first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 15 quarters since.
  • AdvicePeriod's iShares Core MSCI EAFE ETF position peaked at $33.1M in Q4 2019.
  • 1,306 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.