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Hayden Royal’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hayden Royal’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
-4,245
Closed -$318K – 137
2021
Q2 		$318K Buy
4,245
+256
+6% +$19.3K 0.18% 136
2021
Q1 		$287K Sell
3,989
-1,006
-20% -$71.9K 0.16% 137
2020
Q4 		$345K Sell
4,995
-14,337
-74% -$927K 0.19% 130
2020
Q3 		$1.17M Sell
19,332
-14,442
-43% -$871K 0.62% 39
2020
Q2 		$1.93M Buy
33,774
+14,363
+74% +$778K 1.09% 20
2020
Q1 		$968K Buy
19,411
+2,455
+14% +$146K 0.57% 40
2019
Q4 		$1.09M Sell
16,956
-1,883
-10% -$119K 0.55% 41
2019
Q3 		$1.15M Buy
18,839
+11,761
+166% +$710K 1.01% 26
2019
Q2 		$435K Buy
7,078
+2,623
+59% +$161K 0.46% 69
2019
Q1 		$271K Sell
4,455
-5,338
-55% -$315K 0.35% 89
2018
Q4 		$539K Buy
+9,793
New +$574K 0.28% 81

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

Hayden Royal's IEFA Position: Q3 2021 in Review

Hayden Royal sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2021, closing a stake of 4,245 shares — an estimated $318K sold.

Hayden Royal first reported a position in IEFA in Q4 2018 and held it in 11 quarters. The position peaked at $1.93M in Q2 2020. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

  • Hayden Royal reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 4,245 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $318K.
  • Hayden Royal first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 11 quarters.
  • Hayden Royal's iShares Core MSCI EAFE ETF position peaked at $1.93M in Q2 2020.
  • 1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.