Clearshares’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clearshares’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 Q4	$5.84M	Hold	78,597	–	–	4.38%	5
2021 Q3	$5.84M	Buy	78,597 +1,916	+2%	+$146K	4.38%	5
2021 Q2	$5.74M	Buy	76,681 +958	+1%	+$72.3K	4.46%	6
2021 Q1	$5.46M	Buy	+75,723	New	+$5.41M	4.42%	6
2020 Q3	$4.57M	Hold	75,723	–	–	3.96%	10
2020 Q2	$4.34M	Hold	75,723	–	–	3.47%	13
2020 Q1	$3.78M	Buy	75,723 +1,916	+3%	+$114K	5.33%	8
2019 Q4	$4.82M	Hold	73,807	–	–	4.5%	10
2019 Q3	$4.51M	Buy	73,807 +12,099	+20%	+$730K	4.42%	14
2019 Q2	$3.79M	Hold	61,708	–	–	3.47%	21
2019 Q1	$3.75M	Sell	61,708 -8,705	-12%	-$514K	3.63%	19
2018 Q4	$3.95M	Hold	70,413	–	–	4.25%	11
2018 Q3	$4.55M	Sell	70,413 -7,772	-10%	-$495K	4.11%	7
2018 Q2	$4.92M	Sell	78,185 -576	-0.7%	-$38.1K	4.69%	2
2018 Q1	$5.13M	Sell	78,761 -2,497	-3%	-$168K	4.63%	2
2017 Q4	$5.41M	Buy	+81,258	New	+$5.3M	4.84%	1

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Clearshares's IEFA Position: Q4 2021 in Review

Clearshares held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2021 at 78,597 shares worth $5.84M. The position accounts for 4.38% of the portfolio, ranked #5.

Clearshares first reported a position in IEFA in Q4 2017 and has held it in 16 quarters since. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Clearshares held 78,597 shares of iShares Core MSCI EAFE ETF worth $5.84M as of Q4 2021.
Clearshares left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2021.
iShares Core MSCI EAFE ETF made up 4.38% of Clearshares's portfolio in Q4 2021, its #5 holding.
Clearshares first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 16 quarters since.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.