Doyle Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-1,389	Closed	-$85K	–	437
2019 Q2	$85K	Buy	+1,389	New	+$85.1K	0.01%	282
2019 Q1	–	Sell	-1,456	Closed	-$80K	–	422
2018 Q4	$80K	Buy	+1,456	New	+$85.4K	0.01%	288

Other funds holding IEFA

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doyle Wealth Management's IEFA Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 1,389 shares — an estimated $85K sold.

Doyle Wealth Management first reported a position in IEFA in Q4 2018 and held it in 2 quarters. The position peaked at $85K in Q2 2019. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,389 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $85K.
Doyle Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Core MSCI EAFE ETF position peaked at $85K in Q2 2019.
949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.