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

Mirsky 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 Q4	$15.6M	Buy	209,352 +7,226	+4%	+$543K	6.45%	5
2021 Q3	$15M	Buy	202,126 +5,492	+3%	+$418K	6.7%	5
2021 Q2	$14.7M	Buy	196,634 +86,008	+78%	+$6.49M	6.54%	5
2021 Q1	$7.97M	Buy	110,626 +1,832	+2%	+$131K	3.7%	9
2020 Q4	$7.52M	Sell	108,794 -6,439	-6%	-$416K	3.87%	8
2020 Q3	$6.95M	Buy	115,233 +2,932	+3%	+$177K	3.93%	8
2020 Q2	$6.42M	Buy	112,301 +22,344	+25%	+$1.21M	3.86%	8
2020 Q1	$4.49M	Buy	89,957 +15,017	+20%	+$894K	3.17%	11
2019 Q4	$4.89M	Buy	74,940 +6,492	+9%	+$412K	3.18%	12
2019 Q3	$4.18M	Buy	68,448 +2,049	+3%	+$124K	3%	13
2019 Q2	$4.08M	Buy	66,399 +2,534	+4%	+$155K	3.07%	14
2019 Q1	$3.88M	Buy	63,865 +10,458	+20%	+$617K	3.02%	14
2018 Q4	$2.94M	Buy	+53,407	New	+$3.13M	2.58%	14

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mirsky Financial Management's IEFA Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q4 2021, buying an estimated $543K and bringing the position to 209,352 shares worth $15.6M. The position accounts for 6.45% of the portfolio, ranked #5.

Mirsky Financial Management first reported a position in IEFA in Q4 2018 and has held it in 13 quarters since. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Mirsky Financial Management held 209,352 shares of iShares Core MSCI EAFE ETF worth $15.6M as of Q4 2021.
Mirsky Financial Management bought 7,226 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $543K.
iShares Core MSCI EAFE ETF made up 6.45% of Mirsky Financial Management's portfolio in Q4 2021, its #5 holding.
Mirsky Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 13 quarters since.
1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.