Sound View Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
RJA
TF
Sound View Wealth Advisors's IEFA Position: Q1 2019 in Review
Sound View Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.1% in Q1 2019, buying an estimated $35.9K and bringing the position to 7,312 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #147.
Sound View Wealth Advisors first reported a position in IEFA in Q4 2018 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.
- Sound View Wealth Advisors held 7,312 shares of iShares Core MSCI EAFE ETF worth $444K as of Q1 2019.
- Sound View Wealth Advisors bought 608 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $35.9K.
- iShares Core MSCI EAFE ETF made up 0.14% of Sound View Wealth Advisors's portfolio in Q1 2019, its #147 holding.
- Sound View Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 2 quarters since.
- 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.
Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.