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

Biltmore 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
Q1 		– Sell
-19,681
Closed -$1.36M – 138
2020
Q4 		$1.36M Buy
19,681
+15,891
+419% +$1.03M 0.37% 41
2020
Q3 		$228K Buy
+3,790
New +$229K 0.07% 73
2019
Q1 		– Sell
-70,413
Closed -$3.95M – 72
2018
Q4 		$3.95M Buy
+70,413
New +$4.13M 4.25% 11

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 $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Biltmore Capital Advisors's IEFA Position: Q1 2021 in Review

Biltmore Capital Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 19,681 shares — an estimated $1.36M sold.

Biltmore Capital Advisors first reported a position in IEFA in Q4 2018 and held it in 3 quarters. The position peaked at $3.95M in Q4 2018. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Biltmore Capital Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Biltmore Capital Advisors sold 19,681 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $1.36M.
  • Biltmore Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 3 quarters.
  • Biltmore Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $3.95M in Q4 2018.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Biltmore Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.