UFA
IEFA icon

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

US 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
Q2 		– Sell
-20,943
Closed -$1.51M – 96
2021
Q1 		$1.51M Buy
20,943
+5,227
+33% +$374K 0.42% 45
2020
Q4 		$1.09M Buy
+15,716
New +$1.02M 0.33% 48
2016
Q2 		$1.2M Hold
22,486
– – 2.4% 16
2016
Q1 		$1.2M Buy
22,486
+21,051
+1,467% +$1.07M 2.08% 16
2015
Q4 		$78K Hold
1,435
– – 0.07% 109
2015
Q3 		$76K Hold
1,435
– – 0.13% 81
2015
Q2 		$84K Buy
1,435
+300
+26% +$18.2K 0.08% 76
2015
Q1 		$66K Sell
1,135
-257
-18% -$14.7K 0.06% 90
2014
Q4 		$77K Buy
+1,392
New +$78.9K 0.07% 81

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

US Financial Advisors's IEFA Position: Q2 2021 in Review

US Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2021, closing a stake of 20,943 shares — an estimated $1.51M sold.

US Financial Advisors first reported a position in IEFA in Q4 2014 and held it in 9 quarters. The position peaked at $1.51M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • US Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 20,943 iShares Core MSCI EAFE ETF shares in Q2 2021, an estimated $1.51M.
  • US Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and held it in 9 quarters.
  • US Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $1.51M in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.