BWP
IEFA icon

Bernardo Wealth Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-9,858
Closed -$681K – 106
2020
Q4 		$681K Buy
9,858
+4,618
+88% +$299K 0.26% 79
2020
Q3 		$315K Sell
5,240
-504
-9% -$30.4K 0.14% 117
2020
Q2 		$328K Sell
5,744
-80,230
-93% -$4.35M 0.18% 109
2020
Q1 		$4.29M Buy
85,974
+74,727
+664% +$4.45M 2.98% 6
2019
Q4 		$733K Buy
11,247
+4,504
+67% +$286K 0.44% 49
2019
Q3 		$411K Sell
6,743
-935
-12% -$56.4K 0.3% 90
2019
Q2 		$471K Buy
7,678
+451
+6% +$27.6K 0.37% 71
2019
Q1 		$439K Buy
7,227
+884
+14% +$52.2K 0.35% 78
2018
Q4 		$349K Buy
+6,343
New +$372K 0.31% 88

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return