Brouwer & Janachowski’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brouwer & Janachowski’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 Q3	$462K	Hold	6,228	–	–	0.08%	39
2021 Q2	$466K	Hold	6,228	–	–	0.08%	38
2021 Q1	$449K	Hold	6,228	–	–	0.08%	36
2020 Q4	$430K	Sell	6,228 -203	-3%	-$13.1K	0.08%	35
2020 Q3	$388K	Sell	6,431 -572	-8%	-$34.5K	0.07%	36
2020 Q2	$400K	Sell	7,003 -1,337	-16%	-$72.5K	0.07%	36
2020 Q1	$416K	Sell	8,340 -974	-10%	-$58K	0.08%	31
2019 Q4	$608K	Sell	9,314 -1,558	-14%	-$98.8K	0.1%	29
2019 Q3	$664K	Hold	10,872	–	–	0.12%	28
2019 Q2	$668K	Buy	10,872 +181	+2%	+$11.1K	0.12%	30
2019 Q1	$650K	Hold	10,691	–	–	0.12%	30
2018 Q4	$588K	Buy	+10,691	New	+$627K	0.11%	30

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brouwer & Janachowski's IEFA Position: Q3 2021 in Review

Brouwer & Janachowski held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2021 at 6,228 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #39.

Brouwer & Janachowski first reported a position in IEFA in Q4 2018 and has held it in 12 quarters since. The position peaked at $668K in Q2 2019. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

Brouwer & Janachowski held 6,228 shares of iShares Core MSCI EAFE ETF worth $462K as of Q3 2021.
Brouwer & Janachowski left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2021.
iShares Core MSCI EAFE ETF made up 0.08% of Brouwer & Janachowski's portfolio in Q3 2021, its #39 holding.
Brouwer & Janachowski first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
Brouwer & Janachowski's iShares Core MSCI EAFE ETF position peaked at $668K in Q2 2019.
1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.