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New England Investment & Retirement Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

New England Investment & Retirement 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
Q2 		– Sell
-1,206
Closed -$60K – 135
2020
Q1 		$60K Buy
+1,206
New +$71.8K 0.03% 80

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

New England Investment & Retirement Group's IEFA Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 1,206 shares — an estimated $60K sold.

New England Investment & Retirement Group first reported a position in IEFA in Q1 2020 and held it in 1 quarter. The position peaked at $60K in Q1 2020. 1,071 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 1,206 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $60K.
  • New England Investment & Retirement Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares Core MSCI EAFE ETF position peaked at $60K in Q1 2020.
  • 1,071 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.