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Strategic Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Strategic Wealth Management 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
Q2 		$729K Buy
9,734
+121
+1% +$9.13K 0.27% 52
2021
Q1 		$693K Buy
9,613
+2,708
+39% +$194K 0.26% 52
2020
Q4 		$477K Buy
6,905
+604
+10% +$39.1K 0.21% 67
2020
Q3 		$380K Buy
+6,301
New +$380K 0.18% 70

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Management Group's IEFA Position: Q2 2021 in Review

Strategic Wealth Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q2 2021, buying an estimated $9.13K and bringing the position to 9,734 shares worth $729K. The position accounts for 0.27% of the portfolio, ranked #52.

Strategic Wealth Management Group first reported a position in IEFA in Q3 2020 and has held it in 4 quarters since. 1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Strategic Wealth Management Group held 9,734 shares of iShares Core MSCI EAFE ETF worth $729K as of Q2 2021.
  • Strategic Wealth Management Group bought 121 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $9.13K.
  • iShares Core MSCI EAFE ETF made up 0.27% of Strategic Wealth Management Group's portfolio in Q2 2021, its #52 holding.
  • Strategic Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 4 quarters since.
  • 1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.