Kays Financial Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kays Financial Advisory’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
2019 Q3	–	Sell	-4,845	Closed	-$297K	–	118
2019 Q2	$297K	Hold	4,845	–	–	0.05%	93
2019 Q1	$295K	Buy	4,845 +375	+8%	+$22.1K	0.06%	92
2018 Q4	$246K	Sell	4,470 -168	-4%	-$9.85K	0.06%	89
2018 Q3	$297K	Buy	4,638 +153	+3%	+$9.75K	0.06%	74
2018 Q2	$284K	Buy	+4,485	New	+$297K	0.06%	70

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kays Financial Advisory's IEFA Position: Q3 2019 in Review

Kays Financial Advisory sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 4,845 shares — an estimated $297K sold.

Kays Financial Advisory first reported a position in IEFA in Q2 2018 and held it in 5 quarters. The position peaked at $297K in Q2 2019. 950 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

Kays Financial Advisory reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
Kays Financial Advisory sold 4,845 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $297K.
Kays Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 5 quarters.
Kays Financial Advisory's iShares Core MSCI EAFE ETF position peaked at $297K in Q2 2019.
950 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Kays Financial Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.