Beacon Pointe Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$16.7M	Buy	256,038 +35,112	+16%	+$2.23M	3.08%	5
2019 Q3	$13.5M	Buy	220,926 +61,870	+39%	+$3.73M	2.84%	9
2019 Q2	$9.76M	Buy	159,056 +26,530	+20%	+$1.63M	2.06%	12
2019 Q1	$8.06M	Buy	132,526 +46,492	+54%	+$2.74M	1.84%	15
2018 Q4	$4.73M	Buy	+86,034	New	+$5.05M	1.71%	10

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

Beacon Pointe Wealth Advisors's IEFA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q4 2019, buying an estimated $2.23M and bringing the position to 256,038 shares worth $16.7M. The position accounts for 3.08% of the portfolio, ranked #5.

Beacon Pointe Wealth Advisors first reported a position in IEFA in Q4 2018 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

Beacon Pointe Wealth Advisors held 256,038 shares of iShares Core MSCI EAFE ETF worth $16.7M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 35,112 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $2.23M.
iShares Core MSCI EAFE ETF made up 3.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #5 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 5 quarters since.
1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.