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

Nikulski Financial’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
-4,377
Closed -$218K – 107
2020
Q1 		$218K Sell
4,377
-4,265
-49% -$254K 0.19% 88
2019
Q4 		$557K Sell
8,642
-820
-9% -$52K 0.4% 49
2019
Q3 		$582K Buy
9,462
+550
+6% +$33.2K 0.48% 45
2019
Q2 		$546K Buy
8,912
+85
+1% +$5.21K 0.46% 47
2019
Q1 		$536K Hold
8,827
– – 0.52% 45
2018
Q4 		$485K Buy
8,827
+64
+0.7% +$3.75K 0.51% 45
2018
Q3 		$515K Buy
+8,763
New +$559K 0.48% 44

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

Nikulski Financial's IEFA Position: Q2 2020 in Review

Nikulski Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 4,377 shares — an estimated $218K sold.

Nikulski Financial first reported a position in IEFA in Q3 2018 and held it in 7 quarters. The position peaked at $582K in Q3 2019. 1,070 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • Nikulski Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • Nikulski Financial sold 4,377 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $218K.
  • Nikulski Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 7 quarters.
  • Nikulski Financial's iShares Core MSCI EAFE ETF position peaked at $582K in Q3 2019.
  • 1,070 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on Nikulski Financial's 13F filing for Q2 2020, filed 17 Jul 2020.