Cascadia Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$753K Sell
10,143
-47
-0.5% -$3.58K 0.15% 144
2021
Q2
$763K Sell
10,190
-9,297
-48% -$702K 0.16% 136
2021
Q1
$1.4M Buy
+19,487
New +$1.39M 0.31% 102
2020
Q3
$1.09M Buy
18,014
+2,272
+14% +$137K 0.3% 95
2020
Q2
$900K Buy
+15,742
New +$853K 0.28% 97
2019
Q4
$1.75M Buy
+26,884
New +$1.71M 0.5% 66

Other funds holding IEFA

Cascadia Advisory Services's IEFA Position: Q3 2021 in Review

Cascadia Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.46% in Q3 2021, selling an estimated $3.58K and leaving 10,143 shares worth $753K. The position accounts for 0.15% of the portfolio, ranked #144.

Cascadia Advisory Services first reported a position in IEFA in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2019. 1,336 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

  • Cascadia Advisory Services held 10,143 shares of iShares Core MSCI EAFE ETF worth $753K as of Q3 2021.
  • Cascadia Advisory Services sold 47 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $3.58K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Cascadia Advisory Services's portfolio in Q3 2021, its #144 holding.
  • Cascadia Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 6 quarters since.
  • Cascadia Advisory Services's iShares Core MSCI EAFE ETF position peaked at $1.75M in Q4 2019.
  • 1,336 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.