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

Principle 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
2020
Q3 		– Sell
-259
Closed -$15K – 278
2020
Q2 		$15K Buy
+259
New +$14K ﹤0.01% 377

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Principle Wealth Partners's IEFA Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 259 shares — an estimated $15K sold.

Principle Wealth Partners first reported a position in IEFA in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 259 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $15K.
  • Principle Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $15K in Q2 2020.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.