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

Frontier 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
2021
Q3 		– Sell
-8,497
Closed -$636K – 433
2021
Q2 		$636K Buy
8,497
+5,214
+159% +$394K 0.04% 233
2021
Q1 		$237K Buy
3,283
+105
+3% +$7.5K 0.02% 344
2020
Q4 		$220K Buy
+3,178
New +$206K 0.02% 342

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Frontier Wealth Management's IEFA Position: Q3 2021 in Review

Frontier Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2021, closing a stake of 8,497 shares — an estimated $636K sold.

Frontier Wealth Management first reported a position in IEFA in Q4 2020 and held it in 3 quarters. The position peaked at $636K in Q2 2021. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

  • Frontier Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 8,497 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $636K.
  • Frontier Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 3 quarters.
  • Frontier Wealth Management's iShares Core MSCI EAFE ETF position peaked at $636K in Q2 2021.
  • 1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Frontier Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.