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RGT Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RGT Wealth 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
2022
Q1 		– Sell
-491
Closed -$37K – 204
2021
Q4 		$37K Buy
+491
New +$36.9K 0.01% 153
2020
Q4 		– Sell
-6,287
Closed -$379K – 71
2020
Q3 		$379K Buy
+6,287
New +$379K 0.1% 23

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RGT Wealth Advisors's IEFA Position: Q1 2022 in Review

RGT Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 491 shares — an estimated $37K sold.

RGT Wealth Advisors first reported a position in IEFA in Q3 2020 and held it in 2 quarters. The position peaked at $379K in Q3 2020. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • RGT Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 491 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $37K.
  • RGT Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 2 quarters.
  • RGT Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $379K in Q3 2020.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.