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LifePlan Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LifePlan Financial Group’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
Q3 		$2.59M Buy
42,940
+333
+0.8% +$20.1K 1.11% 29
2020
Q2 		$2.44M Sell
42,607
-45,341
-52% -$2.46M 1.11% 27
2020
Q1 		$4.39M Sell
87,948
-662
-0.7% -$39.4K 2.38% 10
2019
Q4 		$5.78M Sell
88,610
-74
-0.1% -$4.69K 2.57% 10
2019
Q3 		$5.42M Buy
88,684
+3,784
+4% +$228K 2.55% 10
2019
Q2 		$5.21M Buy
84,900
+558
+0.7% +$34.2K 2.51% 10
2019
Q1 		$5.13M Buy
84,342
+36,521
+76% +$2.16M 2.73% 7
2018
Q4 		$2.63M Buy
47,821
+8,377
+21% +$491K 1.64% 21
2018
Q3 		$2.53M Buy
39,444
+11,443
+41% +$730K 1.37% 27
2018
Q2 		$1.77M Buy
28,001
+25,947
+1,263% +$1.72M 0.99% 31
2018
Q1 		$135K Sell
2,054
-8,519
-81% -$572K 0.08% 141
2017
Q4 		$678K Hold
10,573
– – 0.43% 46
2017
Q3 		$678K Sell
10,573
-1
-0% -$63 0.43% 46
2017
Q2 		$644K Sell
10,574
-530
-5% -$32K 0.44% 48
2017
Q1 		$643K Buy
11,104
+3,689
+50% +$207K 0.45% 54
2016
Q4 		$398K Buy
+7,415
New +$398K 0.28% 78

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
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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LifePlan Financial Group's IEFA Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q3 2020, buying an estimated $20.1K and bringing the position to 42,940 shares worth $2.59M. The position accounts for 1.11% of the portfolio, ranked #29.

LifePlan Financial Group first reported a position in IEFA in Q4 2016 and has held it in 16 quarters since. The position peaked at $5.78M in Q4 2019. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • LifePlan Financial Group held 42,940 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q3 2020.
  • LifePlan Financial Group bought 333 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $20.1K.
  • iShares Core MSCI EAFE ETF made up 1.11% of LifePlan Financial Group's portfolio in Q3 2020, its #29 holding.
  • LifePlan Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 16 quarters since.
  • LifePlan Financial Group's iShares Core MSCI EAFE ETF position peaked at $5.78M in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.