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Copperleaf Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Copperleaf Capital’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
Q4 		– Sell
-47,455
Closed -$2.86M – 53
2020
Q3 		$2.86M Sell
47,455
-3,383
-7% -$204K 2.75% 12
2020
Q2 		$2.91M Sell
50,838
-10,561
-17% -$572K 3.01% 10
2020
Q1 		$3.06M Sell
61,399
-16,851
-22% -$1M 3.68% 8
2019
Q4 		$5.11M Buy
+78,250
New +$4.96M 5.18% 7

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Copperleaf Capital's IEFA Position: Q4 2020 in Review

Copperleaf Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2020, closing a stake of 47,455 shares — an estimated $2.86M sold.

Copperleaf Capital first reported a position in IEFA in Q4 2019 and held it in 4 quarters. The position peaked at $5.11M in Q4 2019. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

  • Copperleaf Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Copperleaf Capital sold 47,455 iShares Core MSCI EAFE ETF shares in Q4 2020, an estimated $2.86M.
  • Copperleaf Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 4 quarters.
  • Copperleaf Capital's iShares Core MSCI EAFE ETF position peaked at $5.11M in Q4 2019.
  • 1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.