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Holistic Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-362
Closed -$24K – 185
2018
Q1 		$24K Sell
362
-100
-22% -$6.72K 0.02% 261
2017
Q4 		$31K Buy
+462
New +$30.1K 0.03% 249

Other funds holding IEFA

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Holistic Financial Partners's IEFA Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2018, closing a stake of 362 shares — an estimated $24K sold.

Holistic Financial Partners first reported a position in IEFA in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q4 2017. 740 funds tracked by Wall St. Rank hold IEFA as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 362 iShares Core MSCI EAFE ETF shares in Q2 2018, an estimated $24K.
  • Holistic Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares Core MSCI EAFE ETF position peaked at $31K in Q4 2017.
  • 740 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.