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Sowa Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-208
Closed -$14K – 135
2020
Q4 		$14K Hold
208
– – 0.01% 214
2020
Q3 		$13K Hold
208
– – 0.01% 208
2020
Q2 		$12K Buy
+208
New +$11.3K 0.01% 214

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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sowa Financial Group's IEFA Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 208 shares — an estimated $14K sold.

Sowa Financial Group first reported a position in IEFA in Q2 2020 and held it in 3 quarters. The position peaked at $14K in Q4 2020. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 208 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $14K.
  • Sowa Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 3 quarters.
  • Sowa Financial Group's iShares Core MSCI EAFE ETF position peaked at $14K in Q4 2020.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.