CFW
IEFA icon

CA Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CA Family Wealth’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
Q1 		$653K Buy
13,081
+2,617
+25% +$156K 0.69% 9
2019
Q4 		$683K Buy
+10,464
New +$664K 0.46% 12

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CA Family Wealth's IEFA Position: Q1 2020 in Review

CA Family Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q1 2020, buying an estimated $156K and bringing the position to 13,081 shares worth $653K. The position accounts for 0.69% of the portfolio, ranked #9.

CA Family Wealth first reported a position in IEFA in Q4 2019 and has held it in 2 quarters since. The position peaked at $683K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • CA Family Wealth held 13,081 shares of iShares Core MSCI EAFE ETF worth $653K as of Q1 2020.
  • CA Family Wealth bought 2,617 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $156K.
  • iShares Core MSCI EAFE ETF made up 0.69% of CA Family Wealth's portfolio in Q1 2020, its #9 holding.
  • CA Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares Core MSCI EAFE ETF position peaked at $683K in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.