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

Edge 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
2020
Q3 		– Sell
-35
Closed -$2K – 528
2020
Q2 		$2K Sell
35
-7,643
-100% -$414K ﹤0.01% 612
2020
Q1 		$381K Buy
7,678
+4,252
+124% +$253K 0.08% 104
2019
Q4 		$223K Buy
+3,426
New +$217K 0.04% 140
2019
Q2 		– Sell
-1,641
Closed -$100K – 614
2019
Q1 		$100K Buy
1,641
+260
+19% +$15.3K 0.02% 182
2018
Q4 		$76K Buy
+1,381
New +$81K 0.02% 205

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Edge Wealth Management's IEFA Position: Q3 2020 in Review

Edge Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 35 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in IEFA in Q4 2018 and held it in 5 quarters. The position peaked at $381K in Q1 2020. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Edge Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 35 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $2K.
  • Edge Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
  • Edge Wealth Management's iShares Core MSCI EAFE ETF position peaked at $381K in Q1 2020.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.