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Bingham Osborn & Scarborough’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-1,152,408
Closed -$85.6M – 66
2021
Q3 		$85.6M Sell
1,152,408
-15,659
-1% -$1.19M 6.02% 5
2021
Q2 		$87.4M Sell
1,168,067
-13,303
-1% -$1M 6.18% 5
2021
Q1 		$85.1M Sell
1,181,370
-11,849
-1% -$847K 6.46% 5
2020
Q4 		$82.4M Sell
1,193,219
-58,842
-5% -$3.8M 6.56% 5
2020
Q3 		$75.5M Sell
1,252,061
-14,269
-1% -$861K 5.69% 6
2020
Q2 		$72.4M Sell
1,266,330
-19,411
-2% -$1.05M 5.83% 6
2020
Q1 		$64.1M Buy
1,285,741
+907,553
+240% +$54M 6.32% 5
2019
Q4 		$24.7M Buy
378,188
+632
+0.2% +$40.1K 2.01% 8
2019
Q3 		$23.1M Buy
377,556
+5,062
+1% +$306K 2.05% 8
2019
Q2 		$22.9M Sell
372,494
-2,578
-0.7% -$158K 2.04% 8
2019
Q1 		$22.8M Sell
375,072
-24,866
-6% -$1.47M 2.11% 8
2018
Q4 		$22M Buy
399,938
+248,086
+163% +$14.6M 2.24% 8
2018
Q3 		$9.73M Buy
151,852
+10,076
+7% +$642K 0.87% 14
2018
Q2 		$8.98M Sell
141,776
-3,498
-2% -$232K 0.85% 14
2018
Q1 		$9.57M Sell
145,274
-6,107
-4% -$410K 0.9% 14
2017
Q4 		$10M Sell
151,381
-3,895
-3% -$254K 0.91% 12
2017
Q3 		$9.96M Sell
155,276
-3,832
-2% -$240K 0.93% 12
2017
Q2 		$9.69M Sell
159,108
-1,807
-1% -$109K 0.93% 12
2017
Q1 		$9.32M Buy
160,915
+356
+0.2% +$20K 0.92% 12
2016
Q4 		$8.61M Buy
160,559
+21,358
+15% +$1.15M 0.91% 12
2016
Q3 		$7.68M Sell
139,201
-58,901
-30% -$3.18M 0.81% 13
2016
Q2 		$10.3M Buy
198,102
+4,430
+2% +$237K 1.17% 11
2016
Q1 		$10.3M Buy
193,672
+7,270
+4% +$371K 1.2% 11
2015
Q4 		$10.1M Buy
186,402
+18,991
+11% +$1.05M 1.24% 11
2015
Q3 		$8.84M Buy
167,411
+158,417
+1,761% +$8.98M 1.11% 11
2015
Q2 		$524K Hold
8,994
– – 0.06% 67
2015
Q1 		$526K Sell
8,994
-27,944
-76% -$1.6M 0.06% 66
2014
Q4 		$2.04M Buy
+36,938
New +$2.09M 0.25% 28

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Bingham Osborn & Scarborough's IEFA Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 1,152,408 shares — an estimated $85.6M sold.

Bingham Osborn & Scarborough first reported a position in IEFA in Q4 2014 and held it in 28 quarters. The position peaked at $87.4M in Q2 2021. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,152,408 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $85.6M.
  • Bingham Osborn & Scarborough first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and held it in 28 quarters.
  • Bingham Osborn & Scarborough's iShares Core MSCI EAFE ETF position peaked at $87.4M in Q2 2021.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.