Allred Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Allred Capital Management’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	–	Sell	-1,067	Closed	-$76.9K	–	451
2021 Q1	$76.9K	Buy	+1,067	New	+$76.3K	0.03%	308
2019 Q3	–	Sell	-4,740	Closed	-$293K	–	175
2019 Q2	$293K	Sell	4,740 -974	-17%	-$59.7K	0.17%	135
2019 Q1	$352K	Sell	5,714 -5,169	-47%	-$305K	0.2%	127
2018 Q4	$598K	Buy	+10,883	New	+$638K	0.4%	80

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

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

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

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

Allred Capital Management's IEFA Position: Q2 2021 in Review

Allred Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2021, closing a stake of 1,067 shares — an estimated $76.9K sold.

Allred Capital Management first reported a position in IEFA in Q4 2018 and held it in 4 quarters. The position peaked at $598K in Q4 2018. 1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

Allred Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 1,067 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $76.9K.
Allred Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 4 quarters.
Allred Capital Management's iShares Core MSCI EAFE ETF position peaked at $598K in Q4 2018.
1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.