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Clear Perspective Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clear Perspective Advisors’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
2019
Q3 		– Sell
-950
Closed -$58K – 167
2019
Q2 		$58K Buy
+950
New +$58.2K 0.04% 176

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspective Advisors's IEFA Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 950 shares — an estimated $58K sold.

Clear Perspective Advisors first reported a position in IEFA in Q2 2019 and held it in 1 quarter. The position peaked at $58K in Q2 2019. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • Clear Perspective Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • Clear Perspective Advisors sold 950 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $58K.
  • Clear Perspective Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 1 quarter.
  • Clear Perspective Advisors's iShares Core MSCI EAFE ETF position peaked at $58K in Q2 2019.
  • 949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.