Paracle Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Paracle Advisors’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	$1.65M	Sell	22,864 -432	-2%	-$30.9K	0.3%	40
2020 Q4	$1.61M	Sell	23,296 -106	-0.5%	-$6.85K	0.31%	42
2020 Q3	$1.41M	Sell	23,402 -72	-0.3%	-$4.34K	0.3%	38
2020 Q2	$1.34M	Sell	23,474 -24,538	-51%	-$1.33M	0.31%	39
2020 Q1	$2.4M	Sell	48,012 -4,785	-9%	-$285K	0.65%	31
2019 Q4	$3.44M	Sell	52,797 -4	-0%	-$254	0.8%	23
2019 Q3	$3.22M	Buy	52,801 +73	+0.1%	+$4.41K	0.78%	23
2019 Q2	$3.24M	Sell	52,728 -492	-0.9%	-$30.1K	0.8%	23
2019 Q1	$3.23M	Buy	53,220 +2,859	+6%	+$169K	0.84%	24
2018 Q4	$2.77M	Buy	+50,361	New	+$2.95M	0.81%	24

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Paracle Advisors's IEFA Position: Q1 2021 in Review

Paracle Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2021, selling an estimated $30.9K and leaving 22,864 shares worth $1.65M. The position accounts for 0.3% of the portfolio, ranked #40.

Paracle Advisors first reported a position in IEFA in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.44M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

Paracle Advisors held 22,864 shares of iShares Core MSCI EAFE ETF worth $1.65M as of Q1 2021.
Paracle Advisors sold 432 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $30.9K.
iShares Core MSCI EAFE ETF made up 0.3% of Paracle Advisors's portfolio in Q1 2021, its #40 holding.
Paracle Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 10 quarters since.
Paracle Advisors's iShares Core MSCI EAFE ETF position peaked at $3.44M in Q4 2019.
1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.