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IEFA icon

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

JOYN 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
Q1 		$15.5M Sell
311,535
-860,754
-73% -$51.2M 5.17% 7
2019
Q4 		$76.5M Sell
1,172,289
-39,147
-3% -$2.48M 16.38% 1
2019
Q3 		$74M Buy
1,211,436
+92,100
+8% +$5.56M 16.34% 1
2019
Q2 		$65.1M Sell
1,119,336
-38,221
-3% -$2.34M 14.65% 1
2019
Q1 		$70.3M Sell
1,157,557
-4,715
-0.4% -$278K 16.19% 1
2018
Q4 		$63.9M Sell
1,162,272
-49,548
-4% -$2.91M 14.5% 1
2018
Q3 		$77.7M Buy
1,211,820
+605,680
+100% +$38.6M 14.58% 1
2018
Q2 		$38.4M Sell
606,140
-8,525
-1% -$564K 8.22% 5
2018
Q1 		$40.5M Sell
614,665
-118,958
-16% -$7.99M 8.67% 3
2017
Q4 		$48.5M Sell
733,623
-19,943
-3% -$1.3M 10.32% 3
2017
Q3 		$48.4M Buy
753,566
+661
+0.1% +$41.4K 13.41% 3
2017
Q2 		$45.8M Buy
752,905
+16,440
+2% +$992K 13.53% 3
2017
Q1 		$42.7M Buy
736,465
+22,632
+3% +$1.27M 13.93% 2
2016
Q4 		$38.3M Sell
713,833
-24,340
-3% -$1.31M 13.33% 2
2016
Q3 		$40.7M Buy
738,173
+122,240
+20% +$6.6M 14.27% 2
2016
Q2 		$32M Sell
615,933
-8,287
-1% -$443K 12.16% 3
2016
Q1 		$33.2M Buy
624,220
+69,822
+13% +$3.56M 13.14% 3
2015
Q4 		$30.1M Buy
554,398
+58,994
+12% +$3.27M 11.84% 3
2015
Q3 		$26.2M Buy
+495,404
New +$28.1M 10.14% 3
2013
Q4 		– Sell
-2
Closed – – 53
2013
Q3 		$0 Buy
+2
New +$110 ﹤0.01% 47
2013
Q2 		– Hold
0
– – – 40

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

JOYN Advisors's IEFA Position: Q1 2020 in Review

JOYN Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 73% in Q1 2020, selling an estimated $51.2M and leaving 311,535 shares worth $15.5M. The position accounts for 5.17% of the portfolio, ranked #7.

JOYN Advisors first reported a position in IEFA in Q3 2013 and has held it in 20 quarters since. The position peaked at $77.7M in Q3 2018. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • JOYN Advisors held 311,535 shares of iShares Core MSCI EAFE ETF worth $15.5M as of Q1 2020.
  • JOYN Advisors sold 860,754 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $51.2M.
  • iShares Core MSCI EAFE ETF made up 5.17% of JOYN Advisors's portfolio in Q1 2020, its #7 holding.
  • JOYN Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and has held it in 20 quarters since.
  • JOYN Advisors's iShares Core MSCI EAFE ETF position peaked at $77.7M in Q3 2018.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.