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Legacy Wealth Partners (California)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$6.08M Sell
81,187
-60,578
-43% -$4.57M 3.38% 7
2021
Q1 		$10.2M Buy
141,765
+13,130
+10% +$938K 5.98% 4
2020
Q4 		$8.89M Buy
128,635
+100,637
+359% +$6.51M 5.59% 4
2020
Q3 		$1.69M Sell
27,998
-44,741
-62% -$2.7M 1.19% 17
2020
Q2 		$4.16M Sell
72,739
-18,859
-21% -$1.02M 3.14% 10
2020
Q1 		$4.57M Buy
91,598
+21,772
+31% +$1.3M 4.25% 7
2019
Q4 		$4.55M Buy
+69,826
New +$4.43M 3.32% 8

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Wealth Partners (California)'s IEFA Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 43% in Q2 2021, selling an estimated $4.57M and leaving 81,187 shares worth $6.08M. The position accounts for 3.38% of the portfolio, ranked #7.

Legacy Wealth Partners (California) first reported a position in IEFA in Q4 2019 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Legacy Wealth Partners (California) held 81,187 shares of iShares Core MSCI EAFE ETF worth $6.08M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 60,578 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $4.57M.
  • iShares Core MSCI EAFE ETF made up 3.38% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #7 holding.
  • Legacy Wealth Partners (California) first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s iShares Core MSCI EAFE ETF position peaked at $10.2M in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.