NewFocus Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NewFocus Financial 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 Q4	$5.78M	Buy	83,714 +2,169	+3%	+$140K	1.7%	14
2020 Q3	$4.92M	Sell	81,545 -2,131	-3%	-$129K	1.64%	14
2020 Q2	$4.78M	Buy	83,676 +2,396	+3%	+$130K	1.71%	13
2020 Q1	$4.05M	Sell	81,280 -28,014	-26%	-$1.67M	1.87%	20
2019 Q4	$7.13M	Buy	109,294 +71,894	+192%	+$4.56M	2.78%	10
2019 Q3	$2.28M	Buy	37,400 +12,538	+50%	+$757K	1%	32
2019 Q2	$1.53M	Buy	24,862 +6,565	+36%	+$402K	0.71%	40
2019 Q1	$1.11M	Buy	+18,297	New	+$1.08M	0.55%	42

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

NewFocus Financial Group's IEFA Position: Q4 2020 in Review

NewFocus Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q4 2020, buying an estimated $140K and bringing the position to 83,714 shares worth $5.78M. The position accounts for 1.7% of the portfolio, ranked #14.

NewFocus Financial Group first reported a position in IEFA in Q1 2019 and has held it in 8 quarters since. The position peaked at $7.13M in Q4 2019. 1,277 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

NewFocus Financial Group held 83,714 shares of iShares Core MSCI EAFE ETF worth $5.78M as of Q4 2020.
NewFocus Financial Group bought 2,169 iShares Core MSCI EAFE ETF shares in Q4 2020, an estimated $140K.
iShares Core MSCI EAFE ETF made up 1.7% of NewFocus Financial Group's portfolio in Q4 2020, its #14 holding.
NewFocus Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 8 quarters since.
NewFocus Financial Group's iShares Core MSCI EAFE ETF position peaked at $7.13M in Q4 2019.
1,277 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.