MilWealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MilWealth Group’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	-3,429	Closed	-$224K	–	82
2019 Q4	$224K	Hold	3,429	–	–	0.17%	15
2019 Q3	$209K	Hold	3,429	–	–	0.18%	16
2019 Q2	$211K	Sell	3,429 -321	-9%	-$19.7K	0.18%	16
2019 Q1	$228K	Hold	3,750	–	–	0.2%	15
2018 Q4	$206K	Buy	+3,750	New	+$220K	0.2%	16

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

MilWealth Group's IEFA Position: Q1 2020 in Review

MilWealth Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 3,429 shares — an estimated $224K sold.

MilWealth Group first reported a position in IEFA in Q4 2018 and held it in 5 quarters. The position peaked at $228K in Q1 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

MilWealth Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
MilWealth Group sold 3,429 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $224K.
MilWealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
MilWealth Group's iShares Core MSCI EAFE ETF position peaked at $228K in Q1 2019.
1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on MilWealth Group's 13F filing for Q1 2020, filed 9 May 2023.