Altavista Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Altavista Wealth 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 Q4	$10.4M	Sell	139,901 -4,334	-3%	-$326K	2.11%	11
2021 Q3	$10.7M	Buy	144,235 +4,360	+3%	+$332K	2.38%	8
2021 Q2	$10.5M	Buy	139,875 +3,385	+2%	+$256K	2.28%	8
2021 Q1	$9.83M	Sell	136,490 -2,580	-2%	-$184K	2.4%	7
2020 Q4	$9.61M	Sell	139,070 -5,430	-4%	-$351K	2.43%	7
2020 Q3	$8.71M	Buy	144,500 +2,696	+2%	+$163K	2.4%	7
2020 Q2	$8.11M	Buy	141,804 +24,848	+21%	+$1.35M	2.35%	9
2020 Q1	$5.83M	Buy	116,956 +13,002	+13%	+$774K	1.99%	10
2019 Q4	$6.78M	Buy	103,954 +11,310	+12%	+$717K	2.02%	8
2019 Q3	$5.66M	Buy	92,644 +6,916	+8%	+$417K	1.76%	15
2019 Q2	$5.26M	Buy	85,728 +6,695	+8%	+$410K	1.69%	17
2019 Q1	$4.8M	Buy	79,033 +18,868	+31%	+$1.11M	1.7%	19
2018 Q4	$3.31M	Buy	60,165 +17,220	+40%	+$1.01M	1.35%	29
2018 Q3	$2.75M	Buy	42,945 +32,381	+307%	+$2.06M	1.02%	32
2018 Q2	$669K	Buy	10,564 +3,580	+51%	+$237K	0.27%	83
2018 Q1	$460K	Buy	6,984 +394	+6%	+$26.5K	0.19%	95
2017 Q4	$436K	Buy	6,590 +273	+4%	+$17.8K	0.18%	98
2017 Q3	$405K	Buy	6,317 +2,115	+50%	+$132K	0.19%	89
2017 Q2	$256K	Buy	+4,202	New	+$254K	0.13%	120

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Altavista Wealth Management's IEFA Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q4 2021, selling an estimated $326K and leaving 139,901 shares worth $10.4M. The position accounts for 2.11% of the portfolio, ranked #11.

Altavista Wealth Management first reported a position in IEFA in Q2 2017 and has held it in 19 quarters since. The position peaked at $10.7M in Q3 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Altavista Wealth Management held 139,901 shares of iShares Core MSCI EAFE ETF worth $10.4M as of Q4 2021.
Altavista Wealth Management sold 4,334 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $326K.
iShares Core MSCI EAFE ETF made up 2.11% of Altavista Wealth Management's portfolio in Q4 2021, its #11 holding.
Altavista Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 19 quarters since.
Altavista Wealth Management's iShares Core MSCI EAFE ETF position peaked at $10.7M in Q3 2021.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.