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 Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.51B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 1,072 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.
1,072 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.