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

ERTS Wealth 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	-6,550	Closed	-$427K	–	86
2019 Q4	$427K	Sell	6,550 -2,067	-24%	-$131K	0.19%	51
2019 Q3	$526K	Sell	8,617 -76,716	-90%	-$4.63M	0.27%	39
2019 Q2	$5.24M	Buy	85,333 +17,188	+25%	+$1.05M	2.89%	9
2019 Q1	$4.14M	Buy	68,145 +24,287	+55%	+$1.43M	2.46%	9
2018 Q4	$2.41M	Buy	+43,858	New	+$2.57M	1.73%	13

Other funds holding IEFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ERTS Wealth Advisors's IEFA Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 6,550 shares — an estimated $427K sold.

ERTS Wealth Advisors first reported a position in IEFA in Q4 2018 and held it in 5 quarters. The position peaked at $5.24M in Q2 2019. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

ERTS Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 6,550 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $427K.
ERTS Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
ERTS Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $5.24M in Q2 2019.
1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.