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Stewardship Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stewardship Financial Advisors’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 		$6.43M Buy
89,207
+8,531
+11% +$610K 2.23% 12
2020
Q4 		$5.57M Buy
80,676
+6,900
+9% +$446K 2.04% 12
2020
Q3 		$4.45M Buy
73,776
+73,682
+78,385% +$4.44M 1.84% 12
2020
Q2 		$5K Sell
94
-76
-45% -$4.12K ﹤0.01% 69
2020
Q1 		$8K Sell
170
-402
-70% -$23.9K ﹤0.01% 53
2019
Q4 		$37K Buy
572
+213
+59% +$13.5K 0.01% 74
2019
Q3 		$22K Sell
359
-5,850
-94% -$353K 0.01% 62
2019
Q2 		$381K Sell
6,209
-13,129
-68% -$804K 0.16% 40
2019
Q1 		$1.18M Sell
19,338
-20,023
-51% -$1.18M 0.54% 27
2018
Q4 		$2.17M Buy
39,361
+40
+0.1% +$2.35K 1.11% 16
2018
Q3 		$2.52M Sell
39,321
-143
-0.4% -$9.12K 1.19% 17
2018
Q2 		$2.5M Sell
39,464
-30
-0.1% -$1.99K 1.25% 15
2018
Q1 		$2.6M Buy
39,494
+5,267
+15% +$354K 1.3% 14
2017
Q4 		$2.26M Buy
34,227
+2,518
+8% +$164K 1.16% 18
2017
Q3 		$2.04M Buy
31,709
+2,494
+9% +$156K 1.17% 16
2017
Q2 		$1.78M Buy
29,215
+5,179
+22% +$313K 1.08% 18
2017
Q1 		$1.39M Buy
+24,036
New +$1.35M 0.87% 22

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Stewardship Financial Advisors's IEFA Position: Q1 2021 in Review

Stewardship Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2021, buying an estimated $610K and bringing the position to 89,207 shares worth $6.43M. The position accounts for 2.23% of the portfolio, ranked #12.

Stewardship Financial Advisors first reported a position in IEFA in Q1 2017 and has held it in 17 quarters since. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Stewardship Financial Advisors held 89,207 shares of iShares Core MSCI EAFE ETF worth $6.43M as of Q1 2021.
  • Stewardship Financial Advisors bought 8,531 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $610K.
  • iShares Core MSCI EAFE ETF made up 2.23% of Stewardship Financial Advisors's portfolio in Q1 2021, its #12 holding.
  • Stewardship Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 17 quarters since.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.