C-J Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

C-J Advisory’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	$9.57M	Buy	128,918 +5,543	+4%	+$422K	5.07%	8
2021 Q2	$9.23M	Buy	123,375 +3,278	+3%	+$247K	4.95%	8
2021 Q1	$8.65M	Buy	120,097 +3,594	+3%	+$257K	5.04%	8
2020 Q4	$8.05M	Buy	116,503 +4,001	+4%	+$259K	5.02%	8
2020 Q3	$6.78M	Sell	112,502 -252	-0.2%	-$15.2K	4.93%	8
2020 Q2	$6.47M	Sell	112,754 -1,331	-1%	-$72.1K	4.89%	8
2020 Q1	$5.69M	Sell	114,085 -18,797	-14%	-$1.12M	5.13%	8
2019 Q4	$8.67M	Buy	132,882 +18,569	+16%	+$1.18M	5.16%	7
2019 Q3	$6.98M	Buy	114,313 +1,646	+1%	+$99.4K	4.39%	7
2019 Q2	$6.92M	Buy	112,667 +811	+0.7%	+$49.7K	4.46%	7
2019 Q1	$6.88M	Buy	111,856 +583	+0.5%	+$34.4K	4.48%	7
2018 Q4	$6.12M	Buy	111,273 +6,236	+6%	+$366K	4.48%	7
2018 Q3	$6.73M	Sell	105,037 -571	-0.5%	-$36.4K	4.54%	7
2018 Q2	$6.69M	Sell	105,608 -1,368	-1%	-$90.5K	4.68%	7
2018 Q1	$6.94M	Buy	106,976 +3,592	+3%	+$241K	5.03%	7
2017 Q4	$6.83M	Buy	103,384 +5,174	+5%	+$337K	4.98%	7
2017 Q3	$6.3M	Buy	98,210 +334	+0.3%	+$20.9K	4.68%	7
2017 Q2	$5.96M	Buy	97,876 +4,302	+5%	+$260K	4.62%	8
2017 Q1	$5.42M	Buy	93,574 +1,077	+1%	+$60.5K	4.44%	8
2016 Q4	$4.96M	Buy	92,497 +3,153	+4%	+$169K	4.34%	7
2016 Q3	$4.93M	Buy	+89,344	New	+$4.82M	4.39%	7

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

C-J Advisory's IEFA Position: Q3 2021 in Review

C-J Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q3 2021, buying an estimated $422K and bringing the position to 128,918 shares worth $9.57M. The position accounts for 5.07% of the portfolio, ranked #8.

C-J Advisory first reported a position in IEFA in Q3 2016 and has held it in 21 quarters since. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

C-J Advisory held 128,918 shares of iShares Core MSCI EAFE ETF worth $9.57M as of Q3 2021.
C-J Advisory bought 5,543 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $422K.
iShares Core MSCI EAFE ETF made up 5.07% of C-J Advisory's portfolio in Q3 2021, its #8 holding.
C-J Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 21 quarters since.
1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.