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

OmniStar 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
2021
Q1 		– Sell
-4,283
Closed -$296K – 116
2020
Q4 		$296K Sell
4,283
-2,670
-38% -$173K 0.21% 112
2020
Q3 		$419K Buy
6,953
+406
+6% +$24.5K 0.32% 88
2020
Q2 		$374K Sell
6,547
-10,978
-63% -$595K 0.31% 89
2020
Q1 		$874K Buy
17,525
+1,847
+12% +$110K 0.86% 39
2019
Q4 		$1.02M Buy
15,678
+1,382
+10% +$87.7K 0.86% 45
2019
Q3 		$873K Buy
14,296
+196
+1% +$11.8K 0.76% 50
2019
Q2 		$866K Buy
14,100
+2,965
+27% +$182K 0.78% 51
2019
Q1 		$677K Buy
11,135
+1,378
+14% +$81.3K 0.6% 62
2018
Q4 		$537K Buy
9,757
+1,924
+25% +$113K 0.55% 57
2018
Q3 		$502K Sell
7,833
-1,024
-12% -$65.3K 0.38% 82
2018
Q2 		$561K Buy
+8,857
New +$586K 0.53% 53

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

OmniStar Financial Group's IEFA Position: Q1 2021 in Review

OmniStar Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 4,283 shares — an estimated $296K sold.

OmniStar Financial Group first reported a position in IEFA in Q2 2018 and held it in 11 quarters. The position peaked at $1.02M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • OmniStar Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • OmniStar Financial Group sold 4,283 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $296K.
  • OmniStar Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 11 quarters.
  • OmniStar Financial Group's iShares Core MSCI EAFE ETF position peaked at $1.02M in Q4 2019.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on OmniStar Financial Group's 13F filing for Q1 2021, filed 13 May 2021.