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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$72K Buy
1,194
+253
+27% +$15.3K 0.02% 117
2020
Q2
$54K Buy
+941
New +$51K 0.01% 115

Other funds holding IEFA

Independence Advisors's IEFA Position: Q3 2020 in Review

Independence Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q3 2020, buying an estimated $15.3K and bringing the position to 1,194 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #117.

Independence Advisors first reported a position in IEFA in Q2 2020 and has held it in 2 quarters since. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Independence Advisors held 1,194 shares of iShares Core MSCI EAFE ETF worth $72K as of Q3 2020.
  • Independence Advisors bought 253 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $15.3K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #117 holding.
  • Independence Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.