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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
2024
Q1 		$64K Sell
5,200
-2,000
-28% -$142K 0.02% 578
2023
Q4 		$53K Buy
+7,200
New +$475K ﹤0.01% 1413
2023
Q3 		– Sell
-2,200
Closed -$1K – 4022
2023
Q2 		$1K Sell
2,200
-2,300
-51% -$156K ﹤0.01% 3300
2023
Q1 		$2K Buy
4,500
+1,900
+73% +$125K ﹤0.01% 3164
2022
Q4 		$1K Buy
2,600
+800
+44% +$47.1K ﹤0.01% 4042
2022
Q3 		$1K Buy
+1,800
New +$106K ﹤0.01% 4562
2022
Q2 		– Sell
-1,000
Closed -$1K – 5267
2022
Q1 		$1K Buy
+1,000
New +$70.7K ﹤0.01% 4985
2021
Q2 		– Sell
-300
Closed -$2K – 5982
2021
Q1 		$2K Sell
300
-700
-70% -$50K ﹤0.01% 4935
2020
Q4 		$10K Sell
1,000
-1,400
-58% -$90.5K ﹤0.01% 3193
2020
Q3 		$4K Sell
2,400
-3,200
-57% -$193K ﹤0.01% 3653
2020
Q2 		$4K Buy
+5,600
New +$303K ﹤0.01% 3462
2018
Q4 		– Sell
-2,100
Closed -$1K – 4220
2018
Q3 		$1K Buy
+2,100
New +$134K ﹤0.01% 3776
2018
Q2 		– Sell
-5,500
Closed -$3K – 4481
2018
Q1 		$3K Buy
+5,500
New +$369K ﹤0.01% 3569
2017
Q4 		– Sell
-1,300
Closed -$1K – 5324
2017
Q3 		$1K Buy
+1,300
New +$81.3K ﹤0.01% 5433

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
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.