BW
IEFA icon

Biegel & Waller’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Biegel & Waller’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
Q3 		$6.64M Sell
108,681
-20
-0% -$1.21K 3.71% 9
2019
Q2 		$6.67M Buy
108,701
+70
+0.1% +$4.29K 3.41% 10
2019
Q1 		$6.6M Buy
108,631
+1,578
+1% +$93.1K 3.4% 9
2018
Q4 		$5.89M Buy
107,053
+101,810
+1,942% +$5.97M 3.48% 9
2018
Q3 		$336K Hold
5,243
– – 0.19% 50
2018
Q2 		$332K Hold
5,243
– – 0.21% 44
2018
Q1 		$345K Hold
5,243
– – 0.22% 33
2017
Q4 		$347K Hold
5,243
– – 0.2% 36
2017
Q3 		$336K Hold
5,243
– – 0.21% 34
2017
Q2 		$319K Hold
5,243
– – 0.19% 37
2017
Q1 		$304K Buy
+5,243
New +$295K 0.21% 34

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return