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Waddell & Reed Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Waddell & Reed Financial’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 		$12.5M Sell
173,606
-6,624
-4% -$473K 0.03% 392
2020
Q4 		$12.5M Sell
180,230
-10,930
-6% -$707K 0.03% 387
2020
Q3 		$11.5M Buy
+191,160
New +$11.5M 0.03% 367

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Waddell & Reed Financial's IEFA Position: Q1 2021 in Review

Waddell & Reed Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q1 2021, selling an estimated $473K and leaving 173,606 shares worth $12.5M. The position accounts for 0.03% of the portfolio, ranked #392.

Waddell & Reed Financial first reported a position in IEFA in Q3 2020 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Waddell & Reed Financial held 173,606 shares of iShares Core MSCI EAFE ETF worth $12.5M as of Q1 2021.
  • Waddell & Reed Financial sold 6,624 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $473K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Waddell & Reed Financial's portfolio in Q1 2021, its #392 holding.
  • Waddell & Reed Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.