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

Personal Capital 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
2022 Q4	$109M	Buy	1,764,904 +1,748,763	+10,834%	+$103M	0.53%	35
2022 Q3	$850K	Buy	16,141 +1,666	+12%	+$98K	﹤0.01%	242
2022 Q2	$852K	Buy	14,475 +2,264	+19%	+$145K	﹤0.01%	243
2022 Q1	$849K	Sell	12,211 -2,116	-15%	-$150K	﹤0.01%	260
2021 Q4	$1.01M	Buy	14,327 +2,059	+17%	+$155K	﹤0.01%	266
2021 Q3	$911K	Buy	12,268 +2,182	+22%	+$166K	﹤0.01%	257
2021 Q2	$755K	Buy	10,086 +1,221	+14%	+$92.2K	﹤0.01%	270
2021 Q1	$639K	Sell	8,865 -894	-9%	-$63.9K	﹤0.01%	277
2020 Q4	$674K	Buy	9,759 +5,477	+128%	+$354K	﹤0.01%	272
2020 Q3	$258K	Buy	+4,282	New	+$258K	﹤0.01%	362
2020 Q1	–	Sell	-5,398	Closed	-$352K	–	365
2019 Q4	$352K	Buy	+5,398	New	+$342K	﹤0.01%	306
2019 Q2	–	Sell	-5,087	Closed	-$309K	–	333
2019 Q1	$309K	Sell	5,087 -2,899	-36%	-$171K	﹤0.01%	266
2018 Q4	$439K	Buy	+7,986	New	+$468K	0.01%	237

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal Capital Advisors's IEFA Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10,834% in Q4 2022, buying an estimated $103M and bringing the position to 1,764,904 shares worth $109M. The position accounts for 0.53% of the portfolio, ranked #35.

Personal Capital Advisors first reported a position in IEFA in Q4 2018 and has held it in 13 quarters since. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Personal Capital Advisors held 1,764,904 shares of iShares Core MSCI EAFE ETF worth $109M as of Q4 2022.
Personal Capital Advisors bought 1,748,763 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $103M.
iShares Core MSCI EAFE ETF made up 0.53% of Personal Capital Advisors's portfolio in Q4 2022, its #35 holding.
Personal Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 13 quarters since.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.