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

SVA Wealth Management’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 Q4	$359K	Buy	5,193 +1,139	+28%	+$73.7K	0.03%	191
2020 Q3	$244K	Buy	4,054 +159	+4%	+$9.59K	0.02%	186
2020 Q2	$223K	Buy	+3,895	New	+$211K	0.02%	187
2018 Q2	–	Sell	-6,264	Closed	-$402K	–	222
2018 Q1	$402K	Hold	6,264	–	–	0.05%	157
2017 Q4	$414K	Hold	6,264	–	–	0.05%	158
2017 Q3	$402K	Buy	6,264 +1,514	+32%	+$94.7K	0.05%	157
2017 Q2	$289K	Buy	4,750 +131	+3%	+$7.91K	0.04%	169
2017 Q1	$268K	Buy	4,619 +644	+16%	+$36.2K	0.04%	170
2016 Q4	$213K	Hold	3,975	–	–	0.03%	191
2016 Q3	$219K	Hold	3,975	–	–	0.03%	187
2016 Q2	$206K	Buy	+3,975	New	+$213K	0.03%	193
2016 Q1	–	Sell	-5,487	Closed	-$298K	–	207
2015 Q4	$298K	Hold	5,487	–	–	0.05%	184
2015 Q3	$290K	Hold	5,487	–	–	0.05%	173
2015 Q2	$320K	Hold	5,487	–	–	0.06%	173
2015 Q1	$321K	Buy	5,487 +1,650	+43%	+$94.6K	0.06%	175
2014 Q4	$212K	Hold	3,837	–	–	0.08%	170
2014 Q3	$223K	Buy	3,837 +81	+2%	+$4.92K	0.1%	149
2014 Q2	$234K	Buy	+3,756	New	+$233K	0.1%	148

Other funds holding IEFA

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SVA Wealth Management's IEFA Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q4 2020, buying an estimated $73.7K and bringing the position to 5,193 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #191.

SVA Wealth Management first reported a position in IEFA in Q2 2014 and has held it in 18 quarters since. The position peaked at $414K in Q4 2017. 1,276 funds tracked by Wall St. Rank hold IEFA as of Q4 2020.

SVA Wealth Management held 5,193 shares of iShares Core MSCI EAFE ETF worth $359K as of Q4 2020.
SVA Wealth Management bought 1,139 iShares Core MSCI EAFE ETF shares in Q4 2020, an estimated $73.7K.
iShares Core MSCI EAFE ETF made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #191 holding.
SVA Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2014 and has held it in 18 quarters since.
SVA Wealth Management's iShares Core MSCI EAFE ETF position peaked at $414K in Q4 2017.
1,276 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.