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

Johanson 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
2021 Q4	$402K	Buy	+5,379	New	+$404K	0.12%	96
2020 Q1	–	Sell	-137,796	Closed	-$2.11M	–	161
2019 Q4	$2.11M	Buy	+137,796	New	+$8.74M	0.1%	100
2019 Q2	–	Sell	-3,608	Closed	-$219K	–	101
2019 Q1	$219K	Sell	3,608 -636	-15%	-$37.5K	0.12%	94
2018 Q4	$234K	Sell	4,244 -5,896	-58%	-$346K	0.16%	81
2018 Q3	$651K	Sell	10,140 -1,216	-11%	-$77.5K	0.38%	55
2018 Q2	$721K	Buy	11,356 +1,319	+13%	+$87.3K	0.46%	48
2018 Q1	$660K	Buy	10,037 +1,435	+17%	+$96.4K	0.44%	48
2017 Q4	$566K	Buy	8,602 +4,393	+104%	+$286K	0.37%	52
2017 Q3	$268K	Buy	+4,209	New	+$263K	0.2%	74

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Johanson Financial Advisors's IEFA Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2021: 5,379 shares worth $402K. The stake represents 0.12% of the portfolio and ranks #96 among its holdings. This is a return to the name: Johanson Financial Advisors previously reported a position in IEFA as recently as Q4 2019.

Johanson Financial Advisors first reported a position in IEFA in Q3 2017 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2019. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Johanson Financial Advisors held 5,379 shares of iShares Core MSCI EAFE ETF worth $402K as of Q4 2021.
iShares Core MSCI EAFE ETF was a new Johanson Financial Advisors position in Q4 2021.
iShares Core MSCI EAFE ETF made up 0.12% of Johanson Financial Advisors's portfolio in Q4 2021, its #96 holding.
Johanson Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 9 quarters since.
Johanson Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $2.11M in Q4 2019.
1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.