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Epstein & White Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Epstein & White Financial’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
2021
Q2 		$7.08M Buy
94,461
+5,501
+6% +$415K 1.87% 12
2021
Q1 		$6.42M Buy
88,960
+7,201
+9% +$515K 1.87% 12
2020
Q4 		$5.65M Buy
81,759
+7,086
+9% +$458K 1.73% 12
2020
Q3 		$4.5M Buy
74,673
+8,406
+13% +$507K 1.61% 10
2020
Q2 		$3.79M Buy
66,267
+12,552
+23% +$680K 1.44% 10
2020
Q1 		$2.67M Buy
+53,715
New +$3.2M 1.12% 11

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Epstein & White Financial's IEFA Position: Q2 2021 in Review

Epstein & White Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2021, buying an estimated $415K and bringing the position to 94,461 shares worth $7.08M. The position accounts for 1.87% of the portfolio, ranked #12.

Epstein & White Financial first reported a position in IEFA in Q1 2020 and has held it in 6 quarters since. 1,306 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Epstein & White Financial held 94,461 shares of iShares Core MSCI EAFE ETF worth $7.08M as of Q2 2021.
  • Epstein & White Financial bought 5,501 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $415K.
  • iShares Core MSCI EAFE ETF made up 1.87% of Epstein & White Financial's portfolio in Q2 2021, its #12 holding.
  • Epstein & White Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 6 quarters since.
  • 1,306 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.