PPSG
IEFA icon

Princeton Portfolio Strategies Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Princeton Portfolio Strategies Group’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
Q2 		$1.45M Sell
19,405
-12,613
-39% -$952K 0.28% 73
2021
Q1 		$2.31M Buy
32,018
+8,173
+34% +$584K 0.45% 61
2020
Q4 		$1.65M Buy
23,845
+18
+0.1% +$1.16K 0.33% 70
2020
Q3 		$1.44M Buy
23,827
+837
+4% +$50.5K 0.31% 75
2020
Q2 		$1.31M Buy
+22,990
New +$1.25M 0.31% 75
2020
Q1 		– Sell
-26,524
Closed -$1.73M – 142
2019
Q4 		$1.73M Buy
+26,524
New +$1.68M 0.41% 66

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Princeton Portfolio Strategies Group's IEFA Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 39% in Q2 2021, selling an estimated $952K and leaving 19,405 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #73.

Princeton Portfolio Strategies Group first reported a position in IEFA in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.31M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Princeton Portfolio Strategies Group held 19,405 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q2 2021.
  • Princeton Portfolio Strategies Group sold 12,613 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $952K.
  • iShares Core MSCI EAFE ETF made up 0.28% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #73 holding.
  • Princeton Portfolio Strategies Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 6 quarters since.
  • Princeton Portfolio Strategies Group's iShares Core MSCI EAFE ETF position peaked at $2.31M in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.