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O'Brien Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

O'Brien Wealth Partners’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
2019
Q2 		– Sell
-6,310
Closed -$383K – 39
2019
Q1 		$383K Sell
6,310
-494
-7% -$29.2K 0.27% 22
2018
Q4 		$390K Buy
6,804
+254
+4% +$14.9K 0.27% 23
2018
Q3 		$420K Sell
6,550
-26
-0.4% -$1.66K 0.27% 20
2018
Q2 		$417K Sell
6,576
-417
-6% -$27.6K 0.31% 14
2018
Q1 		$461K Sell
6,993
-74
-1% -$4.97K 0.32% 18
2017
Q4 		$467K Buy
7,067
+40
+0.6% +$2.61K 0.29% 18
2017
Q3 		$451K Sell
7,027
-3,893
-36% -$244K 0.23% 20
2017
Q2 		$665K Buy
10,920
+3,006
+38% +$181K 0.35% 19
2017
Q1 		$459K Sell
7,914
-99
-1% -$5.57K 0.25% 24
2016
Q4 		$430K Buy
8,013
+36
+0.5% +$1.93K 0.26% 26
2016
Q3 		$440K Hold
7,977
– – 0.29% 24
2016
Q2 		$414K Buy
7,977
+62
+0.8% +$3.31K 0.29% 25
2016
Q1 		$421K Buy
+7,915
New +$404K 0.33% 24

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

O'Brien Wealth Partners's IEFA Position: Q2 2019 in Review

O'Brien Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2019, closing a stake of 6,310 shares — an estimated $383K sold.

O'Brien Wealth Partners first reported a position in IEFA in Q1 2016 and held it in 13 quarters. The position peaked at $665K in Q2 2017. 943 funds tracked by Wall St. Rank hold IEFA as of Q2 2019.

  • O'Brien Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
  • O'Brien Wealth Partners sold 6,310 iShares Core MSCI EAFE ETF shares in Q2 2019, an estimated $383K.
  • O'Brien Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and held it in 13 quarters.
  • O'Brien Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $665K in Q2 2017.
  • 943 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2019.

Based on O'Brien Wealth Partners's 13F filing for Q2 2019, filed 8 Jul 2019.