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

Independence Wealth 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 Q4	$5.48M	Buy	79,270 +1,667	+2%	+$108K	12.28%	5
2020 Q3	$4.68M	Buy	77,603 +4,422	+6%	+$267K	12.07%	5
2020 Q2	$4.18M	Sell	73,181 -89,540	-55%	-$4.85M	10.06%	4
2020 Q1	$8.12M	Sell	162,721 -5,698	-3%	-$339K	9.76%	3
2019 Q4	$11M	Buy	168,419 +7,960	+5%	+$505K	10.67%	1
2019 Q3	$9.8M	Sell	160,459 -11,399	-7%	-$688K	10.34%	1
2019 Q2	$10.6M	Buy	171,858 +12,457	+8%	+$763K	10.41%	1
2019 Q1	$9.69M	Buy	159,401 +23,993	+18%	+$1.42M	10.45%	1
2018 Q4	$7.45M	Sell	135,408 -26,542	-16%	-$1.56M	8.95%	3
2018 Q3	$10.4M	Buy	161,950 +3,957	+3%	+$252K	10.51%	1
2018 Q2	$10M	Sell	157,993 -1,596	-1%	-$106K	10.4%	2
2018 Q1	$10.5M	Sell	159,589 -4,517	-3%	-$303K	9.72%	1
2017 Q4	$10.8M	Buy	+164,106	New	+$10.7M	9.92%	1

Other funds holding IEFA

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

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

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

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Independence Wealth Advisors's IEFA Position: Q4 2020 in Review

Independence Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q4 2020, buying an estimated $108K and bringing the position to 79,270 shares worth $5.48M. The position accounts for 12.28% of the portfolio, ranked #5.

Independence Wealth Advisors first reported a position in IEFA in Q4 2017 and has held it in 13 quarters since. The position peaked at $11M in Q4 2019. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

Independence Wealth Advisors held 79,270 shares of iShares Core MSCI EAFE ETF worth $5.48M as of Q4 2020.
Independence Wealth Advisors bought 1,667 iShares Core MSCI EAFE ETF shares in Q4 2020, an estimated $108K.
iShares Core MSCI EAFE ETF made up 12.28% of Independence Wealth Advisors's portfolio in Q4 2020, its #5 holding.
Independence Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $11M in Q4 2019.
1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.