BT Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BT Wealth Management’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
2022 Q2	$879K	Sell	14,930 -3,935	-21%	-$252K	0.25%	25
2022 Q1	$1.31M	Hold	18,865	–	–	0.34%	20
2021 Q4	$1.41M	Hold	18,865	–	–	0.38%	20
2021 Q3	$1.4M	Hold	18,865	–	–	0.44%	19
2021 Q2	$1.41M	Buy	+18,865	New	+$1.42M	0.43%	22
2019 Q1	–	Sell	-22,429	Closed	-$1.32M	–	76
2018 Q4	$1.32M	Buy	+22,429	New	+$1.32M	0.57%	28

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BT Wealth Management's IEFA Position: Q2 2022 in Review

BT Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q2 2022, selling an estimated $252K and leaving 14,930 shares worth $879K. The position accounts for 0.25% of the portfolio, ranked #25.

BT Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

BT Wealth Management held 14,930 shares of iShares Core MSCI EAFE ETF worth $879K as of Q2 2022.
BT Wealth Management sold 3,935 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $252K.
iShares Core MSCI EAFE ETF made up 0.25% of BT Wealth Management's portfolio in Q2 2022, its #25 holding.
BT Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 6 quarters since.
BT Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.41M in Q2 2021.
1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.