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Engrave Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Engrave Wealth Partners’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
-136
Closed -$7K – 232
2020
Q2 		$7K Hold
136
– – 0.01% 287
2020
Q1 		$6K Hold
136
– – 0.01% 259
2019
Q4 		$8K Buy
+136
New +$8.63K 0.01% 321

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

Engrave Wealth Partners's IEFA Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 136 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in IEFA in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 136 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $8K in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.