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

Advisor 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
2022
Q2 		$207K Sell
3,516
-17,395
-83% -$1.12M 0.01% 774
2022
Q1 		$1.45M Sell
20,911
-12,623
-38% -$893K 0.09% 217
2021
Q4 		$2.5M Buy
33,534
+22,339
+200% +$1.68M 0.15% 127
2021
Q3 		$831K Sell
11,195
-397
-3% -$30.2K 0.06% 330
2021
Q2 		$868K Buy
11,592
+1,364
+13% +$103K 0.06% 323
2021
Q1 		$736K Sell
10,228
-6,626
-39% -$474K 0.05% 365
2020
Q4 		$1.17M Buy
+16,854
New +$1.09M 0.09% 217

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Partners's IEFA Position: Q2 2022 in Review

Advisor Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 83% in Q2 2022, selling an estimated $1.12M and leaving 3,516 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #774.

Advisor Partners first reported a position in IEFA in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2021. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Advisor Partners held 3,516 shares of iShares Core MSCI EAFE ETF worth $207K as of Q2 2022.
  • Advisor Partners sold 17,395 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $1.12M.
  • iShares Core MSCI EAFE ETF made up 0.01% of Advisor Partners's portfolio in Q2 2022, its #774 holding.
  • Advisor Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 7 quarters since.
  • Advisor Partners's iShares Core MSCI EAFE ETF position peaked at $2.5M in Q4 2021.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.