Private Vista’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Vista’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 Q2	–	Sell	-16,434	Closed	-$819K	–	135
2020 Q1	$819K	Buy	16,434 +2,187	+15%	+$130K	0.31%	54
2019 Q4	$930K	Buy	14,247 +56	+0.4%	+$3.55K	0.25%	48
2019 Q3	$866K	Buy	14,191 +856	+6%	+$51.7K	0.23%	53
2019 Q2	$819K	Hold	13,335	–	–	0.2%	58
2019 Q1	$810K	Buy	13,335 +221	+2%	+$13K	0.2%	67
2018 Q4	$721K	Sell	13,114 -6,531	-33%	-$383K	0.17%	66
2018 Q3	$1.26M	Hold	19,645	–	–	0.26%	48
2018 Q2	$1.24M	Hold	19,645	–	–	0.29%	46
2018 Q1	$1.29M	Buy	19,645 +2,220	+13%	+$149K	0.38%	31
2017 Q4	$1.15M	Buy	17,425 +7,050	+68%	+$460K	0.35%	24
2017 Q3	$666K	Hold	10,375	–	–	0.15%	56
2017 Q2	$647K	Hold	10,375	–	–	0.16%	43
2017 Q1	$618K	Buy	+10,375	New	+$583K	0.15%	43

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Vista's IEFA Position: Q2 2020 in Review

Private Vista sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2020, closing a stake of 16,434 shares — an estimated $819K sold.

Private Vista first reported a position in IEFA in Q1 2017 and held it in 13 quarters. The position peaked at $1.29M in Q1 2018. 1,072 funds tracked by Wall St. Rank hold IEFA as of Q2 2020.

Private Vista reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 16,434 iShares Core MSCI EAFE ETF shares in Q2 2020, an estimated $819K.
Private Vista first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and held it in 13 quarters.
Private Vista's iShares Core MSCI EAFE ETF position peaked at $1.29M in Q1 2018.
1,072 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.