Reilly Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Reilly Financial Advisors’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 Q4	$339K	Buy	4,542 +3,286	+262%	+$247K	0.03%	171
2021 Q3	$93K	Buy	1,256 +1,222	+3,594%	+$93K	0.01%	278
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	861
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	921
2020 Q4	$2K	Hold	34	–	–	﹤0.01%	799
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	752
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	814
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	788
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	809
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	823
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	866
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	885
2018 Q4	$2K	Hold	34	–	–	﹤0.01%	855
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	932
2018 Q2	$2K	Buy	+34	New	+$2.25K	﹤0.01%	918

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Reilly Financial Advisors's IEFA Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 262% in Q4 2021, buying an estimated $247K and bringing the position to 4,542 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #171.

Reilly Financial Advisors first reported a position in IEFA in Q2 2018 and has held it in 15 quarters since. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Reilly Financial Advisors held 4,542 shares of iShares Core MSCI EAFE ETF worth $339K as of Q4 2021.
Reilly Financial Advisors bought 3,286 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $247K.
iShares Core MSCI EAFE ETF made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #171 holding.
Reilly Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 15 quarters since.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.