FM
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Family Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Family Management’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
Q2 		– Sell
-1,517
Closed -$76K – 163
2020
Q1 		$76K Sell
1,517
-4,007
-73% -$238K 0.04% 141
2019
Q4 		$360K Hold
5,524
– – 0.12% 106
2019
Q3 		$337K Sell
5,524
-85
-2% -$5.13K 0.13% 101
2019
Q2 		$344K Buy
+5,609
New +$344K 0.14% 98

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family Management's IEFA Position: Q2 2020 in Review

Family Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 1,517 shares — an estimated $76K sold.

Family Management first reported a position in IEFA in Q2 2019 and held it in 4 quarters. The position peaked at $360K in Q4 2019. 1,070 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • Family Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Family Management sold 1,517 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $76K.
  • Family Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 4 quarters.
  • Family Management's iShares Core MSCI EAFE ETF position peaked at $360K in Q4 2019.
  • 1,070 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on Family Management's 13F filing for Q2 2020, filed 13 Aug 2020.