Partnervest Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Partnervest Advisory Services’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 Q3	$328K	Buy	5,439 +367	+7%	+$22.1K	0.1%	163
2020 Q2	$290K	Sell	5,072 -488	-9%	-$26.4K	0.11%	149
2020 Q1	$277K	Sell	5,560 -8,716	-61%	-$519K	0.12%	141
2019 Q4	$931K	Sell	14,276 -879	-6%	-$55.8K	0.34%	60
2019 Q3	$926K	Buy	15,155 +530	+4%	+$32K	0.33%	68
2019 Q2	$898K	Sell	14,625 -607	-4%	-$37.2K	0.36%	61
2019 Q1	$926K	Buy	15,232 +1,791	+13%	+$106K	0.38%	53
2018 Q4	$739K	Buy	+13,441	New	+$788K	0.36%	64
2014 Q3	–	Sell	-2,088	Closed	-$130K	–	449
2014 Q2	$130K	Sell	2,088 -146	-7%	-$9.06K	0.06%	209
2014 Q1	$136K	Buy	2,234 +230	+11%	+$13.8K	0.06%	198
2013 Q4	$122K	Buy	2,004 +118	+6%	+$6.97K	0.06%	198
2013 Q3	$109K	Buy	1,886 +1,311	+228%	+$72.3K	0.06%	180
2013 Q2	$30K	Buy	+575	New	+$31.1K	0.01%	327

Other funds holding IEFA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Partnervest Advisory Services's IEFA Position: Q3 2020 in Review

Partnervest Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q3 2020, buying an estimated $22.1K and bringing the position to 5,439 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #163.

Partnervest Advisory Services first reported a position in IEFA in Q2 2013 and has held it in 13 quarters since. The position peaked at $931K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

Partnervest Advisory Services held 5,439 shares of iShares Core MSCI EAFE ETF worth $328K as of Q3 2020.
Partnervest Advisory Services bought 367 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $22.1K.
iShares Core MSCI EAFE ETF made up 0.1% of Partnervest Advisory Services's portfolio in Q3 2020, its #163 holding.
Partnervest Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 13 quarters since.
Partnervest Advisory Services's iShares Core MSCI EAFE ETF position peaked at $931K in Q4 2019.
1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.