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

Sequoia 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
2019
Q4 		– Sell
-5,451
Closed -$330K – 31
2019
Q3 		$330K Buy
+5,451
New +$329K 0.67% 37
2019
Q2 		– Sell
-6,991
Closed -$424K – 65
2019
Q1 		$424K Buy
+6,991
New +$413K 0.34% 49

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Wealth Management's IEFA Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 5,451 shares — an estimated $330K sold.

Sequoia Wealth Management first reported a position in IEFA in Q1 2019 and held it in 2 quarters. The position peaked at $424K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 5,451 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $330K.
  • Sequoia Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 2 quarters.
  • Sequoia Wealth Management's iShares Core MSCI EAFE ETF position peaked at $424K in Q1 2019.
  • 1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.