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Garrett Wealth Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Garrett Wealth Advisory Group’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
-793
Closed -$48.4K – 321
2019
Q3 		$48.4K Buy
+793
New +$47.9K 0.03% 130

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Garrett Wealth Advisory Group's IEFA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 793 shares — an estimated $48.4K sold.

Garrett Wealth Advisory Group first reported a position in IEFA in Q3 2019 and held it in 1 quarter. The position peaked at $48.4K in Q3 2019. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 793 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $48.4K.
  • Garrett Wealth Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares Core MSCI EAFE ETF position peaked at $48.4K in Q3 2019.
  • 1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.