ACP
IEFA icon

Aviance Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aviance Capital Partners’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
-3,342
Closed -$248K – 259
2021
Q3 		$248K Sell
3,342
-1,086
-25% -$82.6K 0.04% 231
2021
Q2 		$331K Buy
4,428
+373
+9% +$28.2K 0.06% 212
2021
Q1 		$292K Sell
4,055
-671
-14% -$48K 0.06% 236
2020
Q4 		$327K Sell
4,726
-501
-10% -$32.4K 0.07% 217
2020
Q3 		$315K Sell
5,227
-2,560
-33% -$154K 0.07% 200
2020
Q2 		$445K Buy
7,787
+972
+14% +$52.7K 0.11% 175
2020
Q1 		$340K Sell
6,815
-11,002
-62% -$655K 0.11% 171
2019
Q4 		$1.16M Buy
17,817
+12,472
+233% +$791K 0.3% 100
2019
Q3 		$326K Sell
5,345
-5,633
-51% -$340K 0.1% 184
2019
Q2 		$674K Buy
+10,978
New +$673K 0.19% 143

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aviance Capital Partners's IEFA Position: Q4 2021 in Review

Aviance Capital Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 3,342 shares — an estimated $248K sold.

Aviance Capital Partners first reported a position in IEFA in Q2 2019 and held it in 10 quarters. The position peaked at $1.16M in Q4 2019. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • Aviance Capital Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Aviance Capital Partners sold 3,342 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $248K.
  • Aviance Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 10 quarters.
  • Aviance Capital Partners's iShares Core MSCI EAFE ETF position peaked at $1.16M in Q4 2019.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Aviance Capital Partners's 13F filing for Q4 2021, filed 7 Feb 2022.