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

Personal Wealth 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
2022
Q2 		– Sell
-46,281
Closed -$3.22M – 23
2022
Q1 		$3.22M Sell
46,281
-935
-2% -$66.1K 1.4% 18
2021
Q4 		$3.52M Buy
47,216
+935
+2% +$70.3K 1.45% 18
2021
Q3 		$3.44M Sell
46,281
-325
-0.7% -$24.7K 1.45% 18
2021
Q2 		$3.49M Hold
46,606
– – 1.41% 20
2021
Q1 		$3.36M Buy
46,606
+3,917
+9% +$280K 1.52% 18
2020
Q4 		$2.95M Buy
42,689
+1,170
+3% +$75.7K 1.38% 16
2020
Q3 		$2.5M Buy
41,519
+2,633
+7% +$159K 1.31% 16
2020
Q2 		$2.22M Buy
38,886
+16,000
+70% +$867K 1.22% 16
2020
Q1 		$1.14M Sell
22,886
-8,895
-28% -$529K 0.69% 19
2019
Q4 		$2.07M Sell
31,781
-4,895
-13% -$310K 0.89% 18
2019
Q3 		$2.24M Buy
+36,676
New +$2.21M 1.03% 17

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's IEFA Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 46,281 shares — an estimated $3.22M sold.

Personal Wealth Partners first reported a position in IEFA in Q3 2019 and held it in 11 quarters. The position peaked at $3.52M in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 46,281 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $3.22M.
  • Personal Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 11 quarters.
  • Personal Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $3.52M in Q4 2021.
  • 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.