RCA
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Rowland Carmichael Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rowland Carmichael 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
2020
Q4 		$126K Hold
1,828
– – 0.04% 308
2020
Q3 		$110K Buy
1,828
+1,795
+5,439% +$108K 0.04% 286
2020
Q2 		$2K Buy
+33
New +$1.79K ﹤0.01% 340
2020
Q1 		– Sell
-3,469
Closed -$226K – 342
2019
Q4 		$226K Sell
3,469
-1,158
-25% -$73.4K 0.08% 268
2019
Q3 		$283K Sell
4,627
-1,454
-24% -$87.8K 0.1% 229
2019
Q2 		$373K Buy
6,081
+85
+1% +$5.21K 0.13% 175
2019
Q1 		$364K Sell
5,996
-829
-12% -$48.9K 0.13% 171
2018
Q4 		$375K Buy
6,825
+741
+12% +$43.5K 0.17% 147
2018
Q3 		$390K Buy
6,084
+409
+7% +$26.1K 0.15% 163
2018
Q2 		$360K Sell
5,675
-416
-7% -$27.5K 0.15% 176
2018
Q1 		$401K Buy
6,091
+2,246
+58% +$151K 0.22% 141
2017
Q4 		$254K Hold
3,845
– – 0.13% 210
2017
Q3 		$247K Buy
3,845
+130
+3% +$8.13K 0.14% 200
2017
Q2 		$226K Sell
3,715
-372
-9% -$22.5K 0.13% 198
2017
Q1 		$237K Sell
4,087
-602
-13% -$33.8K 0.14% 192
2016
Q4 		$251K Buy
4,689
+65
+1% +$3.49K 0.15% 190
2016
Q3 		$255K Sell
4,624
-43
-0.9% -$2.32K 0.16% 183
2016
Q2 		$242K Sell
4,667
-201
-4% -$10.7K 0.15% 187
2016
Q1 		$259K Buy
+4,868
New +$248K 0.24% 114

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Rowland Carmichael Advisors's IEFA Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2020 at 1,828 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #308.

Rowland Carmichael Advisors first reported a position in IEFA in Q1 2016 and has held it in 19 quarters since. The position peaked at $401K in Q1 2018. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

  • Rowland Carmichael Advisors held 1,828 shares of iShares Core MSCI EAFE ETF worth $126K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2020.
  • iShares Core MSCI EAFE ETF made up 0.04% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #308 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 19 quarters since.
  • Rowland Carmichael Advisors's iShares Core MSCI EAFE ETF position peaked at $401K in Q1 2018.
  • 1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.