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

Peterson Wealth 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 		– Sell
-3,060
Closed -$211K – 52
2020
Q4 		$211K Buy
+3,060
New +$198K 0.09% 46
2020
Q2 		– Sell
-4,712
Closed -$235K – 51
2020
Q1 		$235K Hold
4,712
– – 0.15% 48
2019
Q4 		$307K Buy
4,712
+63
+1% +$4K 0.18% 33
2019
Q3 		$284K Hold
4,649
– – 0.17% 34
2019
Q2 		$285K Buy
4,649
+89
+2% +$5.45K 0.18% 34
2019
Q1 		$284K Sell
4,560
-1,581
-26% -$93.3K 0.19% 34
2018
Q4 		$338K Sell
6,141
-3,830
-38% -$225K 0.27% 27
2018
Q3 		$639K Sell
9,971
-1,305
-12% -$83.2K 0.47% 21
2018
Q2 		$715K Buy
11,276
+78
+0.7% +$5.16K 0.58% 20
2018
Q1 		$738K Sell
11,198
-89
-0.8% -$5.98K 0.61% 22
2017
Q4 		$746K Buy
+11,287
New +$736K 0.67% 25

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Peterson Wealth Advisors's IEFA Position: Q1 2021 in Review

Peterson Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 3,060 shares — an estimated $211K sold.

Peterson Wealth Advisors first reported a position in IEFA in Q4 2017 and held it in 11 quarters. The position peaked at $746K in Q4 2017. 1,290 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Peterson Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Peterson Wealth Advisors sold 3,060 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $211K.
  • Peterson Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 11 quarters.
  • Peterson Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $746K in Q4 2017.
  • 1,290 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Peterson Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.