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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Biegel & Waller's IEFA Position: Q3 2019 in Review

Biegel & Waller reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.02% in Q3 2019, selling an estimated $1.21K and leaving 108,681 shares worth $6.64M. The position accounts for 3.71% of the portfolio, ranked #9.

Biegel & Waller first reported a position in IEFA in Q1 2017 and has held it in 11 quarters since. The position peaked at $6.67M in Q2 2019. 950 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

Biegel & Waller held 108,681 shares of iShares Core MSCI EAFE ETF worth $6.64M as of Q3 2019.
Biegel & Waller sold 20 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $1.21K.
iShares Core MSCI EAFE ETF made up 3.71% of Biegel & Waller's portfolio in Q3 2019, its #9 holding.
Biegel & Waller first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 11 quarters since.
Biegel & Waller's iShares Core MSCI EAFE ETF position peaked at $6.67M in Q2 2019.
950 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.