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IEFA icon

Blankinship & Foster’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blankinship & Foster’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
Q2 		– Sell
-5,089
Closed -$367K – 53
2021
Q1 		$367K Buy
+5,089
New +$364K 0.15% 39

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blankinship & Foster's IEFA Position: Q2 2021 in Review

Blankinship & Foster sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2021, closing a stake of 5,089 shares — an estimated $367K sold.

Blankinship & Foster first reported a position in IEFA in Q1 2021 and held it in 1 quarter. The position peaked at $367K in Q1 2021. 1,306 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Blankinship & Foster reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Blankinship & Foster sold 5,089 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $367K.
  • Blankinship & Foster first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
  • Blankinship & Foster's iShares Core MSCI EAFE ETF position peaked at $367K in Q1 2021.
  • 1,306 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Blankinship & Foster's 13F filing for Q2 2021, filed 10 Aug 2021.