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Harvest Volatility Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Harvest Volatility 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
2022
Q1 		– Sell
-3,767,721
Closed -$281M – 141
2021
Q4 		$281M Sell
3,767,721
-1,734,282
-32% -$130M 26.42% 2
2021
Q3 		$409M Buy
5,502,003
+2,393,000
+77% +$182M 19.1% 2
2021
Q2 		$233M Sell
3,109,003
-169,100
-5% -$12.8M 18.79% 2
2021
Q1 		$236M Buy
3,278,103
+225,600
+7% +$16.1M 21.79% 2
2020
Q4 		$211M Buy
+3,052,503
New +$197M 24.66% 2

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harvest Volatility Management's IEFA Position: Q1 2022 in Review

Harvest Volatility Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 3,767,721 shares — an estimated $281M sold.

Harvest Volatility Management first reported a position in IEFA in Q4 2020 and held it in 5 quarters. The position peaked at $409M in Q3 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Harvest Volatility Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Harvest Volatility Management sold 3,767,721 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $281M.
  • Harvest Volatility Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 5 quarters.
  • Harvest Volatility Management's iShares Core MSCI EAFE ETF position peaked at $409M in Q3 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Harvest Volatility Management's 13F filing for Q1 2022, filed 16 May 2022.