Elm Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elm Advisors’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 Q1	–	Sell	-3,160	Closed	-$206K	–	85
2019 Q4	$206K	Buy	+3,160	New	+$200K	0.13%	87

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Elm Advisors's IEFA Position: Q1 2020 in Review

Elm Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 3,160 shares — an estimated $206K sold.

Elm Advisors first reported a position in IEFA in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

Elm Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Elm Advisors sold 3,160 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $206K.
Elm Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
Elm Advisors's iShares Core MSCI EAFE ETF position peaked at $206K in Q4 2019.
1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Elm Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.