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Mattern Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mattern Wealth Management’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
-40,009
Closed -$2.61M – 125
2019
Q4 		$2.61M Buy
+40,009
New +$2.54M 1.57% 11

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mattern Wealth Management's IEFA Position: Q1 2020 in Review

Mattern Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 40,009 shares — an estimated $2.61M sold.

Mattern Wealth Management first reported a position in IEFA in Q4 2019 and held it in 1 quarter. The position peaked at $2.61M in Q4 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Mattern Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 40,009 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $2.61M.
  • Mattern Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Mattern Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.61M in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Mattern Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.