Mid Atlantic Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$5.85M	Buy	78,836 +8,047	+11%	+$612K	0.39%	54
2021 Q2	$5.3M	Sell	70,789 -60,007	-46%	-$4.53M	0.36%	59
2021 Q1	$9.42M	Sell	130,796 -26,585	-17%	-$1.9M	0.69%	23
2020 Q4	$10.9M	Buy	157,381 +77,565	+97%	+$5.02M	0.83%	21
2020 Q3	$5.14M	Sell	79,816 -2,801	-3%	-$169K	0.45%	42
2020 Q2	$4.72M	Sell	82,617 -49,531	-37%	-$2.68M	0.45%	42
2020 Q1	$6.59M	Buy	132,148 +21,757	+20%	+$1.29M	0.76%	22
2019 Q4	$7.2M	Buy	110,391 +33,677	+44%	+$2.14M	0.67%	25
2019 Q3	$4.68M	Sell	76,714 -2,916	-4%	-$176K	0.5%	41
2019 Q2	$4.89M	Sell	79,630 -156,232	-66%	-$9.57M	0.51%	37
2019 Q1	$14.3M	Buy	235,862 +114,062	+94%	+$6.73M	1.56%	7
2018 Q4	$6.7M	Buy	+121,800	New	+$7.14M	0.83%	21

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

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

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

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mid Atlantic Financial Management's IEFA Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q3 2021, buying an estimated $612K and bringing the position to 78,836 shares worth $5.85M. The position accounts for 0.39% of the portfolio, ranked #54.

Mid Atlantic Financial Management first reported a position in IEFA in Q4 2018 and has held it in 12 quarters since. The position peaked at $14.3M in Q1 2019. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

Mid Atlantic Financial Management held 78,836 shares of iShares Core MSCI EAFE ETF worth $5.85M as of Q3 2021.
Mid Atlantic Financial Management bought 8,047 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $612K.
iShares Core MSCI EAFE ETF made up 0.39% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #54 holding.
Mid Atlantic Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Core MSCI EAFE ETF position peaked at $14.3M in Q1 2019.
1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.