Atwater Malick’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Atwater Malick’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
2019 Q4	–	Sell	-79	Closed	-$5K	–	116
2019 Q3	$5K	Buy	+79	New	+$4.77K	﹤0.01%	176

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Atwater Malick's IEFA Position: Q4 2019 in Review

Atwater Malick sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 79 shares — an estimated $5K sold.

Atwater Malick first reported a position in IEFA in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

Atwater Malick reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 79 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $5K.
Atwater Malick first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
Atwater Malick's iShares Core MSCI EAFE ETF position peaked at $5K in Q3 2019.
1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.