MFA Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MFA Wealth Advisors’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
2019 Q2	–	Sell	-4,082	Closed	-$248K	–	46
2019 Q1	$248K	Buy	+4,082	New	+$241K	0.16%	47
2018 Q4	–	Sell	-4,997	Closed	-$294K	–	46
2018 Q3	$294K	Buy	4,997 +31	+0.6%	+$1.98K	0.22%	41
2018 Q2	$316K	Sell	4,966 -442	-8%	-$29.3K	0.21%	47
2018 Q1	$360K	Buy	5,408 +376	+7%	+$25.3K	0.27%	40
2017 Q4	$351K	Buy	+5,032	New	+$328K	0.24%	48

Other funds holding IEFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MFA Wealth Advisors's IEFA Position: Q2 2019 in Review

MFA Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2019, closing a stake of 4,082 shares — an estimated $248K sold.

MFA Wealth Advisors first reported a position in IEFA in Q4 2017 and held it in 5 quarters. The position peaked at $360K in Q1 2018. 943 funds tracked by Wall St. Rank hold IEFA as of Q2 2019.

MFA Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
MFA Wealth Advisors sold 4,082 iShares Core MSCI EAFE ETF shares in Q2 2019, an estimated $248K.
MFA Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 5 quarters.
MFA Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $360K in Q1 2018.
943 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2019.

Based on MFA Wealth Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.