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

MBE 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
Q2 		– Sell
-192
Closed -$9K – 266
2020
Q1 		$9K Buy
+192
New +$11.4K 0.01% 303

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBE Wealth Management's IEFA Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 192 shares — an estimated $9K sold.

MBE Wealth Management first reported a position in IEFA in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 1,070 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 192 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $9K.
  • MBE Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Core MSCI EAFE ETF position peaked at $9K in Q1 2020.
  • 1,070 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

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