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Filbrandt Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Filbrandt Wealth 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
Q4 		– Sell
-1,162
Closed -$70K – 174
2020
Q3 		$70K Buy
1,162
+462
+66% +$27.9K 0.05% 68
2020
Q2 		$40K Buy
+700
New +$37.9K 0.03% 134

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Filbrandt Wealth Management's IEFA Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2020, closing a stake of 1,162 shares — an estimated $70K sold.

Filbrandt Wealth Management first reported a position in IEFA in Q2 2020 and held it in 2 quarters. The position peaked at $70K in Q3 2020. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

  • Filbrandt Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 1,162 iShares Core MSCI EAFE ETF shares in Q4 2020, an estimated $70K.
  • Filbrandt Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 2 quarters.
  • Filbrandt Wealth Management's iShares Core MSCI EAFE ETF position peaked at $70K in Q3 2020.
  • 1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.