PWM
IEFA icon

PRW Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-26,840
Closed -$2.01M – 180
2021
Q2 		$2.01M Buy
+26,840
New +$2.03M 0.59% 46

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PRW Wealth Management's IEFA Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2021, closing a stake of 26,840 shares — an estimated $2.01M sold.

PRW Wealth Management first reported a position in IEFA in Q2 2021 and held it in 1 quarter. The position peaked at $2.01M in Q2 2021. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 26,840 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $2.01M.
  • PRW Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.01M in Q2 2021.
  • 1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.