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PagnatoKarp Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PagnatoKarp 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
2020
Q2 		– Sell
-37,916
Closed -$1.89M – 63
2020
Q1 		$1.89M Sell
37,916
-2,726
-7% -$162K 0.47% 35
2019
Q4 		$2.65M Sell
40,642
-519
-1% -$32.9K 0.46% 35
2019
Q3 		$2.51M Sell
41,161
-706
-2% -$42.6K 0.5% 36
2019
Q2 		$2.57M Sell
41,867
-10,202
-20% -$625K 0.55% 32
2019
Q1 		$3.16M Sell
52,069
-9,108
-15% -$538K 0.71% 27
2018
Q4 		$3.37M Buy
61,177
+10,126
+20% +$594K 0.71% 31
2018
Q3 		$3.27M Buy
51,051
+649
+1% +$41.4K 0.96% 21
2018
Q2 		$3.19M Sell
50,402
-17,928
-26% -$1.19M 1.01% 20
2018
Q1 		$4.5M Buy
68,330
+11,431
+20% +$768K 1.9% 12
2017
Q4 		$3.76M Buy
56,899
+3,720
+7% +$243K 1.09% 21
2017
Q3 		$3.41M Buy
53,179
+5,383
+11% +$337K 0.87% 21
2017
Q2 		$2.91M Buy
47,796
+11,219
+31% +$677K 0.88% 21
2017
Q1 		$2.12M Buy
36,577
+12,268
+50% +$690K 0.61% 22
2016
Q4 		$1.3M Buy
+24,309
New +$1.3M 0.39% 38

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.51B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PagnatoKarp Partners's IEFA Position: Q2 2020 in Review

PagnatoKarp Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 37,916 shares — an estimated $1.89M sold.

PagnatoKarp Partners first reported a position in IEFA in Q4 2016 and held it in 14 quarters. The position peaked at $4.5M in Q1 2018. 1,072 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

  • PagnatoKarp Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 37,916 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $1.89M.
  • PagnatoKarp Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 14 quarters.
  • PagnatoKarp Partners's iShares Core MSCI EAFE ETF position peaked at $4.5M in Q1 2018.
  • 1,072 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.