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Berman Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Berman Capital 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
Q3 		$75.3M Buy
1,013,910
+128,631
+15% +$9.79M 11.84% 2
2021
Q2 		$66.3M Buy
885,279
+85,495
+11% +$6.45M 10.55% 2
2021
Q1 		$57.6M Buy
799,784
+87,302
+12% +$6.24M 12.04% 2
2020
Q4 		$49.2M Buy
712,482
+47,128
+7% +$3.05M 11.78% 2
2020
Q3 		$40.1M Sell
665,354
-60,936
-8% -$3.68M 11.38% 2
2020
Q2 		$41.5M Buy
726,290
+12,618
+2% +$684K 10.89% 2
2020
Q1 		$35.6M Buy
713,672
+103,478
+17% +$6.16M 11.48% 1
2019
Q4 		$39.8M Buy
610,194
+31,107
+5% +$1.97M 11.47% 1
2019
Q3 		$35.4M Buy
579,087
+6,505
+1% +$393K 11.02% 1
2019
Q2 		$35.2M Buy
572,582
+94,090
+20% +$5.76M 11.19% 1
2019
Q1 		$29.1M Buy
478,492
+109,525
+30% +$6.46M 9.73% 1
2018
Q4 		$20.3M Buy
368,967
+360,883
+4,464% +$21.2M 7.97% 2
2018
Q3 		$518K Hold
8,084
– – 0.22% 55
2018
Q2 		$512K Buy
+8,084
New +$535K 0.18% 58
2018
Q1 		– Sell
-5,009
Closed -$331K – 119
2017
Q4 		$331K Buy
+5,009
New +$327K 0.11% 71

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 $424B AUM 22.94% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Berman Capital Advisors's IEFA Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q3 2021, buying an estimated $9.79M and bringing the position to 1,013,910 shares worth $75.3M. The position accounts for 11.84% of the portfolio, ranked #2.

Berman Capital Advisors first reported a position in IEFA in Q4 2017 and has held it in 15 quarters since. 1,336 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

  • Berman Capital Advisors held 1,013,910 shares of iShares Core MSCI EAFE ETF worth $75.3M as of Q3 2021.
  • Berman Capital Advisors bought 128,631 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $9.79M.
  • iShares Core MSCI EAFE ETF made up 11.84% of Berman Capital Advisors's portfolio in Q3 2021, its #2 holding.
  • Berman Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 15 quarters since.
  • 1,336 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.