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Nachman Norwood & Parrott’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$7.83M Sell
104,553
-258
-0.2% -$19.5K 0.8% 26
2021
Q1 		$7.55M Buy
104,811
+1,117
+1% +$79.8K 0.83% 26
2020
Q4 		$7.16M Buy
103,694
+4,734
+5% +$306K 0.84% 27
2020
Q3 		$5.96M Sell
98,960
-4,711
-5% -$284K 0.8% 26
2020
Q2 		$5.93M Buy
103,671
+10,697
+12% +$580K 0.98% 18
2020
Q1 		$4.64M Buy
+92,974
New +$5.53M 0.94% 19

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

Nachman Norwood & Parrott's IEFA Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.25% in Q2 2021, selling an estimated $19.5K and leaving 104,553 shares worth $7.83M. The position accounts for 0.8% of the portfolio, ranked #26.

Nachman Norwood & Parrott first reported a position in IEFA in Q1 2020 and has held it in 6 quarters since. 1,306 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Nachman Norwood & Parrott held 104,553 shares of iShares Core MSCI EAFE ETF worth $7.83M as of Q2 2021.
  • Nachman Norwood & Parrott sold 258 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $19.5K.
  • iShares Core MSCI EAFE ETF made up 0.8% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #26 holding.
  • Nachman Norwood & Parrott first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 6 quarters since.
  • 1,306 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.