Advisory Resource Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advisory Resource Group’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 Q3	–	Sell	-31,074	Closed	-$2.33M	–	145
2021 Q2	$2.33M	Buy	31,074 +2,396	+8%	+$181K	0.93%	24
2021 Q1	$2.07M	Buy	28,678 +251	+0.9%	+$17.9K	0.97%	23
2020 Q4	$1.96M	Buy	28,427 +2,715	+11%	+$176K	0.97%	22
2020 Q3	$1.55M	Buy	25,712 +4,640	+22%	+$280K	0.91%	26
2020 Q2	$1.2M	Sell	21,072 -2,393	-10%	-$130K	0.74%	34
2020 Q1	$1.17M	Buy	23,465 +3,596	+18%	+$214K	0.9%	24
2019 Q4	$1.3M	Sell	19,869 -3,083	-13%	-$196K	0.73%	30
2019 Q3	$1.4M	Sell	22,952 -349	-1%	-$21.1K	0.75%	21
2019 Q2	$1.43M	Sell	23,301 -12,722	-35%	-$779K	0.78%	24
2019 Q1	$2.19M	Sell	36,023 -35,122	-49%	-$2.07M	1.22%	13
2018 Q4	$3.91M	Buy	+71,145	New	+$4.17M	2.4%	9

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

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

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

RJA

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

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

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

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

Advisory Resource Group's IEFA Position: Q3 2021 in Review

Advisory Resource Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2021, closing a stake of 31,074 shares — an estimated $2.33M sold.

Advisory Resource Group first reported a position in IEFA in Q4 2018 and held it in 11 quarters. The position peaked at $3.91M in Q4 2018. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

Advisory Resource Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
Advisory Resource Group sold 31,074 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $2.33M.
Advisory Resource Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 11 quarters.
Advisory Resource Group's iShares Core MSCI EAFE ETF position peaked at $3.91M in Q4 2018.
1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.