Squar Milner Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Squar Milner Financial Services’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 Q1	–	Sell	-222	Closed	-$14K	–	814
2019 Q4	$14K	Buy	+222	New	+$14.1K	0.01%	556
2019 Q3	–	Sell	-222	Closed	-$14K	–	441
2019 Q2	$14K	Hold	222	–	–	0.01%	491
2019 Q1	$13K	Hold	222	–	–	0.01%	475
2018 Q4	$12K	Sell	222 -163	-42%	-$9.56K	0.01%	448
2018 Q3	$25K	Hold	385	–	–	0.02%	383
2018 Q2	$24K	Buy	+385	New	+$25.5K	0.02%	451

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's IEFA Position: Q1 2020 in Review

Squar Milner Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 222 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in IEFA in Q2 2018 and held it in 6 quarters. The position peaked at $25K in Q3 2018. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

Squar Milner Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 222 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $14K.
Squar Milner Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's iShares Core MSCI EAFE ETF position peaked at $25K in Q3 2018.
1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.