AWM
IEFA icon

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

Altus 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
2020
Q1 		– Sell
-8,670
Closed -$566K – 30
2019
Q4 		$566K Buy
+8,670
New +$550K 0.55% 16

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Management's IEFA Position: Q1 2020 in Review

Altus Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 8,670 shares — an estimated $566K sold.

Altus Wealth Management first reported a position in IEFA in Q4 2019 and held it in 1 quarter. The position peaked at $566K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Altus Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Altus Wealth Management sold 8,670 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $566K.
  • Altus Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Altus Wealth Management's iShares Core MSCI EAFE ETF position peaked at $566K in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Altus Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.