EQ LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EQ LLC’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 Q1	–	Sell	-9,108	Closed	-$629K	–	48
2020 Q4	$629K	Buy	+9,108	New	+$589K	0.58%	34

Other funds holding IEFA

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EQ LLC's IEFA Position: Q1 2021 in Review

EQ LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 9,108 shares — an estimated $629K sold.

EQ LLC first reported a position in IEFA in Q4 2020 and held it in 1 quarter. The position peaked at $629K in Q4 2020. 1,290 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

EQ LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
EQ LLC sold 9,108 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $629K.
EQ LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
EQ LLC's iShares Core MSCI EAFE ETF position peaked at $629K in Q4 2020.
1,290 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on EQ LLC's 13F filing for Q1 2021, filed 28 Apr 2021.