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Boys Arnold & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-132,709
Closed -$6.62M – 90
2020
Q1 		$6.62M Sell
132,709
-7,360
-5% -$438K 1.17% 19
2019
Q4 		$9.14M Buy
140,069
+5,145
+4% +$326K 1.25% 12
2019
Q3 		$8.22M Buy
134,924
+5,522
+4% +$333K 1.23% 12
2019
Q2 		$7.95M Buy
129,402
+10,137
+8% +$621K 1.15% 15
2019
Q1 		$7.25M Buy
119,265
+23,110
+24% +$1.36M 1.09% 17
2018
Q4 		$5.27M Buy
96,155
+26,988
+39% +$1.58M 0.87% 27
2018
Q3 		$4.44M Buy
69,167
+6,575
+11% +$419K 0.62% 44
2018
Q2 		$3.97M Buy
62,592
+6,754
+12% +$447K 0.58% 45
2018
Q1 		$3.75M Buy
55,838
+33,251
+147% +$2.23M 0.55% 48
2017
Q4 		$1.49M Buy
22,587
+4,242
+23% +$277K 0.22% 111
2017
Q3 		$1.18M Hold
18,345
– – 0.19% 123
2017
Q2 		$1.12M Buy
18,345
+2,283
+14% +$138K 0.14% 131
2017
Q1 		$931K Buy
16,062
+5,747
+56% +$323K 0.15% 143
2016
Q4 		$553K Buy
10,315
+1,600
+18% +$85.9K 0.09% 179
2016
Q3 		$481K Buy
+8,715
New +$470K 0.08% 188

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boys Arnold & Co's IEFA Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 132,709 shares — an estimated $6.62M sold.

Boys Arnold & Co first reported a position in IEFA in Q3 2016 and held it in 15 quarters. The position peaked at $9.14M in Q4 2019. 1,072 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 132,709 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $6.62M.
  • Boys Arnold & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and held it in 15 quarters.
  • Boys Arnold & Co's iShares Core MSCI EAFE ETF position peaked at $9.14M in Q4 2019.
  • 1,072 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.