Maxim Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Maxim Capital 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 Q2	$1.25M	Buy	20,734 +2,078	+11%	+$113K	1.12%	16
2020 Q1	$931K	Sell	18,656 -3,254	-15%	-$194K	0.97%	19
2019 Q4	$1.21M	Buy	21,910 +1,717	+9%	+$109K	1.24%	17
2019 Q3	$1.23M	Buy	20,193 +262	+1%	+$15.8K	1.11%	17
2019 Q2	$1.22M	Sell	19,931 -3,019	-13%	-$185K	1.15%	17
2019 Q1	$1.4M	Buy	22,950 +1,040	+5%	+$61.4K	1.3%	17
2018 Q4	$1.21M	Buy	+21,910	New	+$1.29M	1.24%	17

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

APF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maxim Capital Management's IEFA Position: Q2 2020 in Review

Maxim Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2020, buying an estimated $113K and bringing the position to 20,734 shares worth $1.25M. The position accounts for 1.12% of the portfolio, ranked #16.

Maxim Capital Management first reported a position in IEFA in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2019. 1,070 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

Maxim Capital Management held 20,734 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q2 2020.
Maxim Capital Management bought 2,078 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $113K.
iShares Core MSCI EAFE ETF made up 1.12% of Maxim Capital Management's portfolio in Q2 2020, its #16 holding.
Maxim Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares Core MSCI EAFE ETF position peaked at $1.4M in Q1 2019.
1,070 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.