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Viridian RIA’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Viridian RIA’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
2022
Q1 		– Sell
-93,489
Closed -$6.61M – 16
2021
Q4 		$6.98M Buy
+93,489
New +$7.03M 1.47% 15
2021
Q2 		– Hold
0
– – – 17
2021
Q1 		– Sell
-64,350
Closed -$4.6M – 18
2020
Q4 		$4.45M Sell
64,350
-3,150
-5% -$204K 1.23% 18
2020
Q3 		$4.07M Sell
67,500
-2,407
-3% -$145K 1.35% 17
2020
Q2 		$4M Sell
69,907
-18,861
-21% -$1.02M 1.44% 15
2020
Q1 		$4.43M Buy
88,768
+2,996
+3% +$178K 2.01% 14
2019
Q4 		$5.6M Buy
85,772
+2,557
+3% +$162K 2% 14
2019
Q3 		$5.08M Buy
83,215
+162
+0.2% +$9.78K 2.12% 13
2019
Q2 		$4.87M Sell
83,053
-4,508
-5% -$276K 1.96% 14
2019
Q1 		$5.32M Buy
87,561
+473
+0.5% +$27.9K 2.36% 14
2018
Q4 		$4.79M Buy
87,088
+83,131
+2,101% +$4.88M 2.39% 14
2018
Q3 		$253K Buy
+3,957
New +$252K 0.11% 50

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Viridian RIA's IEFA Position: Q1 2022 in Review

Viridian RIA sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 93,489 shares — an estimated $6.61M sold.

Viridian RIA first reported a position in IEFA in Q3 2018 and held it in 11 quarters. The position peaked at $6.98M in Q4 2021. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Viridian RIA reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 93,489 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $6.61M.
  • Viridian RIA first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 11 quarters.
  • Viridian RIA's iShares Core MSCI EAFE ETF position peaked at $6.98M in Q4 2021.
  • 1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.