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Gainplan’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gainplan’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
2019
Q4 		– Sell
-4,518
Closed -$276K – 55
2019
Q3 		$276K Sell
4,518
-231
-5% -$13.9K 0.17% 29
2019
Q2 		$292K Sell
4,749
-1,071
-18% -$65.6K 0.18% 24
2019
Q1 		$354K Sell
5,820
-93
-2% -$5.49K 0.4% 14
2018
Q4 		$325K Buy
5,913
+93
+2% +$5.46K 0.32% 12
2018
Q3 		$373K Sell
5,820
-447
-7% -$28.5K 0.2% 12
2018
Q2 		$397K Buy
6,267
+2,678
+75% +$177K 0.29% 11
2018
Q1 		$236K Buy
+3,589
New +$241K 0.3% 12

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gainplan's IEFA Position: Q4 2019 in Review

Gainplan sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 4,518 shares — an estimated $276K sold.

Gainplan first reported a position in IEFA in Q1 2018 and held it in 7 quarters. The position peaked at $397K in Q2 2018. 1,122 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

  • Gainplan reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Gainplan sold 4,518 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $276K.
  • Gainplan first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 7 quarters.
  • Gainplan's iShares Core MSCI EAFE ETF position peaked at $397K in Q2 2018.
  • 1,122 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Gainplan's 13F filing for Q4 2019, filed 15 Jan 2020.