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Aurora Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aurora Private Wealth’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
2022
Q1 		– Sell
-2,697
Closed -$201K – 205
2021
Q4 		$201K Buy
+2,697
New +$203K 0.09% 196
2021
Q1 		– Sell
-5,187
Closed -$358K – 225
2020
Q4 		$358K Buy
+5,187
New +$335K 0.15% 141
2020
Q1 		– Sell
-7,462
Closed -$487K – 255
2019
Q4 		$487K Buy
+7,462
New +$473K 0.17% 102

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aurora Private Wealth's IEFA Position: Q1 2022 in Review

Aurora Private Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 2,697 shares — an estimated $201K sold.

Aurora Private Wealth first reported a position in IEFA in Q4 2019 and held it in 3 quarters. The position peaked at $487K in Q4 2019. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Aurora Private Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Aurora Private Wealth sold 2,697 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $201K.
  • Aurora Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 3 quarters.
  • Aurora Private Wealth's iShares Core MSCI EAFE ETF position peaked at $487K in Q4 2019.
  • 1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Aurora Private Wealth's 13F filing for Q1 2022, filed 14 Apr 2022.