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

Pettinga Financial 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
2020
Q4 		– Sell
-77,209
Closed -$4.65M – 93
2020
Q3 		$4.65M Buy
77,209
+17,314
+29% +$1.04M 1.97% 16
2020
Q2 		$3.42M Buy
+59,895
New +$3.25M 1.65% 18

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Pettinga Financial Advisors's IEFA Position: Q4 2020 in Review

Pettinga Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2020, closing a stake of 77,209 shares — an estimated $4.65M sold.

Pettinga Financial Advisors first reported a position in IEFA in Q2 2020 and held it in 2 quarters. The position peaked at $4.65M in Q3 2020. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

  • Pettinga Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Pettinga Financial Advisors sold 77,209 iShares Core MSCI EAFE ETF shares in Q4 2020, an estimated $4.65M.
  • Pettinga Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 2 quarters.
  • Pettinga Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $4.65M in Q3 2020.
  • 1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on Pettinga Financial Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.