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Sonora Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sonora Investment 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
2021
Q3 		$130K Buy
+1,755
New +$134K 0.02% 265
2020
Q3 		– Sell
-640
Closed -$37K – 1824
2020
Q2 		$37K Buy
+640
New +$34.7K ﹤0.01% 587
2019
Q2 		– Sell
-47
Closed -$3K – 1700
2019
Q1 		$3K Buy
+47
New +$2.77K ﹤0.01% 1341

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sonora Investment Management's IEFA Position: Q3 2021 in Review

Sonora Investment Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2021: 1,755 shares worth $130K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in IEFA as recently as Q2 2020.

Sonora Investment Management first reported a position in IEFA in Q1 2019 and has held it in 3 quarters since. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

  • Sonora Investment Management held 1,755 shares of iShares Core MSCI EAFE ETF worth $130K as of Q3 2021.
  • iShares Core MSCI EAFE ETF was a new Sonora Investment Management position in Q3 2021.
  • iShares Core MSCI EAFE ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #265 holding.
  • Sonora Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 3 quarters since.
  • 1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.