HT
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Hefren-Tillotson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hefren-Tillotson’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
2020
Q2 		– Sell
-59,822
Closed -$3.01M – 15
2020
Q1 		$3.01M Sell
59,822
-99,201
-62% -$5.9M 1.18% 13
2019
Q4 		$10.4M Sell
159,023
-326
-0.2% -$20.7K 2.68% 9
2019
Q3 		$9.73M Sell
159,349
-1,322
-0.8% -$79.8K 2.68% 8
2019
Q2 		$9.87M Buy
160,671
+20,036
+14% +$1.23M 2.72% 9
2019
Q1 		$8.53M Sell
140,635
-84,310
-37% -$4.98M 2.49% 9
2018
Q4 		$12.4M Buy
224,945
+42,340
+23% +$2.48M 4.59% 5
2018
Q3 		$11.7M Buy
+182,605
New +$11.6M 8.01% 2
2016
Q1 		– Sell
-1,543
Closed -$83K – 44
2015
Q4 		$83K Buy
+1,543
New +$85.6K 0.02% 27

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefren-Tillotson's IEFA Position: Q2 2020 in Review

Hefren-Tillotson sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 59,822 shares — an estimated $3.01M sold.

Hefren-Tillotson first reported a position in IEFA in Q4 2015 and held it in 8 quarters. The position peaked at $12.4M in Q4 2018. 1,070 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • Hefren-Tillotson reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Hefren-Tillotson sold 59,822 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $3.01M.
  • Hefren-Tillotson first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 8 quarters.
  • Hefren-Tillotson's iShares Core MSCI EAFE ETF position peaked at $12.4M in Q4 2018.
  • 1,070 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on Hefren-Tillotson's 13F filing for Q2 2020, filed 14 Jul 2020.