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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 $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bernardo Wealth Planning's IEFA Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 9,858 shares — an estimated $681K sold.

Bernardo Wealth Planning first reported a position in IEFA in Q4 2018 and held it in 9 quarters. The position peaked at $4.29M in Q1 2020. 1,290 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 9,858 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $681K.
  • Bernardo Wealth Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's iShares Core MSCI EAFE ETF position peaked at $4.29M in Q1 2020.
  • 1,290 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.