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Walled Lake Planning & Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Walled Lake Planning & Wealth Management’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
-110
Closed -$8K – 339
2020
Q4 		$8K Sell
110
-109
-50% -$7.05K 0.01% 224
2020
Q3 		$13K Hold
219
– – 0.01% 201
2020
Q2 		$12K Sell
219
-3
-1% -$163 0.01% 184
2020
Q1 		$11K Buy
+222
New +$13.2K 0.01% 180

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

Walled Lake Planning & Wealth Management's IEFA Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 110 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in IEFA in Q1 2020 and held it in 4 quarters. The position peaked at $13K in Q3 2020. 1,291 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 110 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $8K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's iShares Core MSCI EAFE ETF position peaked at $13K in Q3 2020.
  • 1,291 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.