Angeles Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Angeles Investment Advisors’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	–	Sell	-4,090	Closed	-$304K	–	241
2021 Q3	$304K	Buy	+4,090	New	+$311K	0.02%	162
2021 Q2	–	Sell	-3,180	Closed	-$229K	–	129
2021 Q1	$229K	Hold	3,180	–	–	0.02%	102
2020 Q4	$220K	Buy	+3,180	New	+$206K	0.02%	106
2020 Q1	–	Sell	-3,290	Closed	-$215K	–	96
2019 Q4	$215K	Hold	3,290	–	–	0.04%	82
2019 Q3	$201K	Hold	3,290	–	–	0.04%	76
2019 Q2	$202K	Sell	3,290 -260	-7%	-$15.9K	0.05%	67
2019 Q1	$216K	Sell	3,550 -1,140	-24%	-$67.3K	0.21%	44
2018 Q4	$258K	Buy	+4,690	New	+$275K	0.22%	28

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

Angeles Investment Advisors's IEFA Position: Q4 2021 in Review

Angeles Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 4,090 shares — an estimated $304K sold.

Angeles Investment Advisors first reported a position in IEFA in Q4 2018 and held it in 8 quarters. The position peaked at $304K in Q3 2021. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Angeles Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Angeles Investment Advisors sold 4,090 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $304K.
Angeles Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 8 quarters.
Angeles Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $304K in Q3 2021.
1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Angeles Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.