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Mountain Capital Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mountain Capital Investment 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
2021
Q1 		– Sell
-16,430
Closed -$1.16M – 148
2020
Q4 		$1.16M Sell
16,430
-1,846
-10% -$119K 0.7% 41
2020
Q3 		$1.14M Sell
18,276
-176,529
-91% -$10.6M 0.74% 50
2020
Q2 		$11.3M Sell
194,805
-6,234
-3% -$338K 5.19% 6
2020
Q1 		$10.4M Sell
201,039
-48,337
-19% -$2.88M 5.38% 6
2019
Q4 		$16.3M Buy
249,376
+236,139
+1,784% +$15M 7.24% 3
2019
Q3 		$808K Sell
13,237
-5,758
-30% -$348K 0.71% 17
2019
Q2 		$1.12M Buy
18,995
+4,590
+32% +$281K 1.05% 14
2019
Q1 		$875K Buy
14,405
+3,492
+32% +$206K 0.94% 14
2018
Q4 		$600K Buy
10,913
+957
+10% +$56.1K 0.83% 13
2018
Q3 		$638K Sell
9,956
-4,835
-33% -$308K 0.62% 15
2018
Q2 		$937K Buy
14,791
+3,558
+32% +$235K 0.91% 14
2018
Q1 		$740K Buy
11,233
+5,132
+84% +$345K 0.8% 14
2017
Q4 		$403K Buy
6,101
+1,247
+26% +$81.3K 0.39% 22
2017
Q3 		$311K Buy
4,854
+4,410
+993% +$276K 0.28% 22
2017
Q2 		$27K Buy
+444
New +$26.8K 0.03% 175

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mountain Capital Investment Advisors's IEFA Position: Q1 2021 in Review

Mountain Capital Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 16,430 shares — an estimated $1.16M sold.

Mountain Capital Investment Advisors first reported a position in IEFA in Q2 2017 and held it in 15 quarters. The position peaked at $16.3M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Mountain Capital Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 16,430 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $1.16M.
  • Mountain Capital Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 15 quarters.
  • Mountain Capital Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $16.3M in Q4 2019.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.