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Syverson Strege & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Syverson Strege & Co’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
-35
Closed -$2K – 271
2020
Q4 		$2K Buy
+35
New +$2.26K ﹤0.01% 221

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

Syverson Strege & Co's IEFA Position: Q1 2021 in Review

Syverson Strege & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 35 shares — an estimated $2K sold.

Syverson Strege & Co first reported a position in IEFA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 1,290 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Syverson Strege & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 35 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $2K.
  • Syverson Strege & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's iShares Core MSCI EAFE ETF position peaked at $2K in Q4 2020.
  • 1,290 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.