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JD Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JD Financial Services’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
2021
Q4 		$230K Sell
3,083
-240
-7% -$18K 0.19% 33
2021
Q3 		$247K Buy
+3,323
New +$253K 0.23% 29
2021
Q2 		– Sell
-2,930
Closed -$211K – 39
2021
Q1 		$211K Sell
2,930
-1,739
-37% -$124K 0.27% 43
2020
Q4 		$323K Buy
+4,669
New +$302K 0.35% 28

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JD Financial Services's IEFA Position: Q4 2021 in Review

JD Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q4 2021, selling an estimated $18K and leaving 3,083 shares worth $230K. The position accounts for 0.19% of the portfolio, ranked #33.

JD Financial Services first reported a position in IEFA in Q4 2020 and has held it in 4 quarters since. The position peaked at $323K in Q4 2020. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • JD Financial Services held 3,083 shares of iShares Core MSCI EAFE ETF worth $230K as of Q4 2021.
  • JD Financial Services sold 240 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $18K.
  • iShares Core MSCI EAFE ETF made up 0.19% of JD Financial Services's portfolio in Q4 2021, its #33 holding.
  • JD Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 4 quarters since.
  • JD Financial Services's iShares Core MSCI EAFE ETF position peaked at $323K in Q4 2020.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.