PWAP
IEFA icon

Private Wealth Advisors (Pennsylvania)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-59,952
Closed -$3.87M – 106
2019
Q4 		$3.87M Buy
59,952
+2,634
+5% +$167K 2.06% 11
2019
Q3 		$3.5M Sell
57,318
-40,895
-42% -$2.47M 1.78% 16
2019
Q2 		$6.03M Buy
98,213
+6,675
+7% +$409K 2.14% 9
2019
Q1 		$5.56M Buy
91,538
+11,625
+15% +$686K 2.08% 9
2018
Q4 		$4.39M Buy
79,913
+10,568
+15% +$620K 1.91% 12
2018
Q3 		$4.44M Buy
69,345
+2,724
+4% +$174K 1.64% 17
2018
Q2 		$4.22M Buy
66,621
+2,593
+4% +$172K 1.68% 15
2018
Q1 		$4.22M Buy
64,028
+6,877
+12% +$462K 1.69% 14
2017
Q4 		$3.78M Buy
57,151
+8,401
+17% +$548K 1.46% 20
2017
Q3 		$3.13M Buy
48,750
+6,314
+15% +$395K 1.28% 22
2017
Q2 		$2.58M Buy
42,436
+16,587
+64% +$1M 1.11% 29
2017
Q1 		$1.5M Buy
25,849
+5,663
+28% +$318K 0.67% 44
2016
Q4 		$1.08M Buy
20,186
+3,963
+24% +$213K 0.5% 60
2016
Q3 		$895K Buy
16,223
+3,462
+27% +$187K 0.42% 68
2016
Q2 		$662K Buy
12,761
+7,400
+138% +$396K 0.32% 79
2016
Q1 		$285K Buy
5,361
+1,560
+41% +$79.6K 0.15% 103
2015
Q4 		$207K Buy
+3,801
New +$211K 0.12% 110

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IEFA Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 59,952 shares — an estimated $3.87M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IEFA in Q4 2015 and held it in 17 quarters. The position peaked at $6.03M in Q2 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 59,952 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $3.87M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 17 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares Core MSCI EAFE ETF position peaked at $6.03M in Q2 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.