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Joseph P. Lucia & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-1
Closed – – 466
2019
Q4 		$0 Hold
1
– – ﹤0.01% 460
2019
Q3 		$0 Hold
1
– – ﹤0.01% 460
2019
Q2 		$0 Sell
1
-61
-98% -$3.74K ﹤0.01% 455
2019
Q1 		$1 Buy
+62
New +$3.66K ﹤0.01% 345

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Joseph P. Lucia & Associates's IEFA Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 1 share.

Joseph P. Lucia & Associates first reported a position in IEFA in Q1 2019 and held it in 4 quarters. The position peaked at $1 in Q1 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1 iShares Core MSCI EAFE ETF share in Q1 2020.
  • Joseph P. Lucia & Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's iShares Core MSCI EAFE ETF position peaked at $1 in Q1 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.