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

TCG 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
2020 Q3	–	Sell	-5,103	Closed	-$292K	–	56
2020 Q2	$292K	Buy	+5,103	New	+$277K	0.16%	103

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

TCG Advisors's IEFA Position: Q3 2020 in Review

TCG Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 5,103 shares — an estimated $292K sold.

TCG Advisors first reported a position in IEFA in Q2 2020 and held it in 1 quarter. The position peaked at $292K in Q2 2020. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

TCG Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
TCG Advisors sold 5,103 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $292K.
TCG Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 1 quarter.
TCG Advisors's iShares Core MSCI EAFE ETF position peaked at $292K in Q2 2020.
1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.