Cooper/Haims Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cooper/Haims 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
2020 Q1	–	Sell	-5,505	Closed	-$359K	–	49
2019 Q4	$359K	Sell	5,505 -272	-5%	-$17.3K	0.2%	35
2019 Q3	$353K	Hold	5,777	–	–	0.22%	32
2019 Q2	$355K	Hold	5,777	–	–	0.22%	31
2019 Q1	$351K	Sell	5,777 -1,579	-21%	-$93.2K	0.22%	38
2018 Q4	$405K	Buy	+7,356	New	+$431K	0.28%	25

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cooper/Haims Advisors's IEFA Position: Q1 2020 in Review

Cooper/Haims Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 5,505 shares — an estimated $359K sold.

Cooper/Haims Advisors first reported a position in IEFA in Q4 2018 and held it in 5 quarters. The position peaked at $405K in Q4 2018. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

Cooper/Haims Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Cooper/Haims Advisors sold 5,505 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $359K.
Cooper/Haims Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
Cooper/Haims Advisors's iShares Core MSCI EAFE ETF position peaked at $405K in Q4 2018.
1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Cooper/Haims Advisors's 13F filing for Q1 2020, filed 13 May 2020.