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

Evolution 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
2021
Q4 		– Sell
-201
Closed -$15K – 374
2021
Q3 		$15K Buy
+201
New +$15.3K ﹤0.01% 353
2020
Q1 		– Sell
-4,093
Closed -$267K – 469
2019
Q4 		$267K Buy
+4,093
New +$260K 0.07% 63

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Evolution Wealth Advisors's IEFA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 201 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in IEFA in Q4 2019 and held it in 2 quarters. The position peaked at $267K in Q4 2019. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 201 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $15K.
  • Evolution Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $267K in Q4 2019.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.