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

MinichMacGregor 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
-11,649
Closed -$590K – 85
2020
Q1 		$590K Buy
+11,649
New +$693K 0.53% 56
2018
Q4 		– Sell
-131
Closed -$8K – 274
2018
Q3 		$8K Hold
131
– – 0.01% 335
2018
Q2 		$8K Hold
131
– – 0.01% 334
2018
Q1 		$8K Buy
+131
New +$8.8K 0.01% 331

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

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

MinichMacGregor Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 11,649 shares — an estimated $590K sold.

MinichMacGregor Wealth Management first reported a position in IEFA in Q1 2018 and held it in 4 quarters. The position peaked at $590K in Q1 2020. 1,070 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 11,649 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $590K.
  • MinichMacGregor Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's iShares Core MSCI EAFE ETF position peaked at $590K in Q1 2020.
  • 1,070 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.