Huber Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Huber Financial Advisors’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 Q1	$613K	Sell	12,280 -376	-3%	-$22.4K	0.23%	55
2019 Q4	$826K	Buy	12,656 +74	+0.6%	+$4.69K	0.29%	46
2019 Q3	$768K	Sell	12,582 -1,011	-7%	-$61K	0.3%	44
2019 Q2	$835K	Buy	13,593 +169	+1%	+$10.4K	0.36%	41
2019 Q1	$816K	Sell	13,424 -8	-0.1%	-$472	0.4%	40
2018 Q4	$739K	Buy	13,432 +8,306	+162%	+$487K	0.4%	37
2018 Q3	$329K	Hold	5,126	–	–	0.25%	70
2018 Q2	$324K	Buy	5,126 +107	+2%	+$7.08K	0.3%	68
2018 Q1	$331K	Sell	5,019 -2,165	-30%	-$145K	0.33%	64
2017 Q4	$475K	Buy	+7,184	New	+$468K	0.52%	35

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Huber Financial Advisors's IEFA Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q1 2020, selling an estimated $22.4K and leaving 12,280 shares worth $613K. The position accounts for 0.23% of the portfolio, ranked #55.

Huber Financial Advisors first reported a position in IEFA in Q4 2017 and has held it in 10 quarters since. The position peaked at $835K in Q2 2019. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

Huber Financial Advisors held 12,280 shares of iShares Core MSCI EAFE ETF worth $613K as of Q1 2020.
Huber Financial Advisors sold 376 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $22.4K.
iShares Core MSCI EAFE ETF made up 0.23% of Huber Financial Advisors's portfolio in Q1 2020, its #55 holding.
Huber Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $835K in Q2 2019.
1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.