Cutler Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cutler Group’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 Q1	–	Sell	-3,600	Closed	-$257K	–	5926
2020 Q4	$248K	Buy	+3,600	New	+$233K	0.01%	965
2020 Q3	–	Sell	-100	Closed	-$6.03K	–	4929
2020 Q2	$5K	Buy	+100	New	+$5.42K	﹤0.01%	3306
2020 Q1	–	Sell	-3,600	Closed	-$234K	–	4298
2019 Q4	$234K	Buy	3,600 +1,800	+100%	+$114K	0.01%	751
2019 Q3	$109K	Buy	+1,800	New	+$109K	0.01%	1016
2019 Q1	–	Sell	-500	Closed	-$27K	–	4355
2018 Q4	$27K	Buy	500 +200	+67%	+$11.7K	﹤0.01%	1899
2018 Q3	$19K	Buy	+300	New	+$19.1K	﹤0.01%	2271
2018 Q2	–	Sell	-643	Closed	-$42K	–	4482
2018 Q1	$42K	Sell	643 -66,901	-99%	-$4.49M	﹤0.01%	1778
2017 Q4	$4.46M	Buy	67,544 +67,444	+67,444%	+$4.4M	0.18%	64
2017 Q3	$6K	Buy	+100	New	+$6.26K	﹤0.01%	4219

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cutler Group's IEFA Position: Q1 2021 in Review

Cutler Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 3,600 shares — an estimated $257K sold.

Cutler Group first reported a position in IEFA in Q3 2017 and held it in 9 quarters. The position peaked at $4.46M in Q4 2017. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

Cutler Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
Cutler Group sold 3,600 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $257K.
Cutler Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and held it in 9 quarters.
Cutler Group's iShares Core MSCI EAFE ETF position peaked at $4.46M in Q4 2017.
1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.