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Regal Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Regal Wealth 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
2019
Q3 		– Sell
-108
Closed -$7K – 178
2019
Q2 		$7K Buy
108
+3
+3% +$184 ﹤0.01% 132
2019
Q1 		$6K Hold
105
– – ﹤0.01% 130
2018
Q4 		$6K Buy
105
+1
+1% +$59 0.01% 125
2018
Q3 		$7K Hold
104
– – ﹤0.01% 129
2018
Q2 		$7K Hold
104
– – 0.01% 133
2018
Q1 		$7K Sell
104
-8
-7% -$537 0.01% 137
2017
Q4 		$7K Buy
+112
New +$7.3K 0.01% 138

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Wealth Group's IEFA Position: Q3 2019 in Review

Regal Wealth Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 108 shares — an estimated $7K sold.

Regal Wealth Group first reported a position in IEFA in Q4 2017 and held it in 7 quarters. The position peaked at $7K in Q2 2019. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

  • Regal Wealth Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
  • Regal Wealth Group sold 108 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $7K.
  • Regal Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 7 quarters.
  • Regal Wealth Group's iShares Core MSCI EAFE ETF position peaked at $7K in Q2 2019.
  • 949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Regal Wealth Group's 13F filing for Q3 2019, filed 22 Oct 2019.