FANJ
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Financial Architects (New Jersey)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-3,105
Closed -$177K – 485
2020
Q2 		$177K Buy
3,105
+584
+23% +$31.6K 0.04% 262
2020
Q1 		$126K Buy
2,521
+366
+17% +$21.8K 0.03% 280
2019
Q4 		$141K Buy
2,155
+821
+62% +$52.1K 0.03% 281
2019
Q3 		$81K Buy
1,334
+332
+33% +$20K 0.02% 362
2019
Q2 		$62K Hold
1,002
– – 0.01% 466
2019
Q1 		$61K Sell
1,002
-149
-13% -$8.79K 0.01% 561
2018
Q4 		$63K Buy
1,151
+318
+38% +$18.7K 0.01% 500
2018
Q3 		$53K Buy
833
+57
+7% +$3.63K 0.01% 619
2018
Q2 		$49K Hold
776
– – 0.01% 578
2018
Q1 		$51K Hold
776
– – 0.01% 601
2017
Q4 		$51K Hold
776
– – 0.01% 679
2017
Q3 		$50K Buy
776
+121
+18% +$7.57K 0.01% 682
2017
Q2 		$40K Hold
655
– – 0.01% 750
2017
Q1 		$38K Hold
655
– – 0.01% 735
2016
Q4 		$35K Buy
655
+400
+157% +$21.5K 0.01% 679
2016
Q3 		$14K Buy
+255
New +$13.8K ﹤0.01% 926

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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Financial Architects (New Jersey)'s IEFA Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 3,105 shares — an estimated $177K sold.

Financial Architects (New Jersey) first reported a position in IEFA in Q3 2016 and held it in 16 quarters. The position peaked at $177K in Q2 2020. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,105 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $177K.
  • Financial Architects (New Jersey) first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and held it in 16 quarters.
  • Financial Architects (New Jersey)'s iShares Core MSCI EAFE ETF position peaked at $177K in Q2 2020.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.