Wealth Alliance Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealth Alliance Advisory Group’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
2019 Q3	–	Sell	-31,370	Closed	-$1.93M	–	130
2019 Q2	$1.93M	Buy	31,370 +1,034	+3%	+$63.4K	1.19%	20
2019 Q1	$1.85M	Buy	30,336 +1,568	+5%	+$92.6K	1.19%	20
2018 Q4	$1.58M	Buy	28,768 +24,967	+657%	+$1.46M	1.18%	22
2018 Q3	$244K	Buy	+3,801	New	+$242K	0.12%	115
2018 Q1	–	Sell	-3,079	Closed	-$203K	–	121
2017 Q4	$203K	Buy	+3,079	New	+$201K	0.18%	89

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance Advisory Group's IEFA Position: Q3 2019 in Review

Wealth Alliance Advisory Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 31,370 shares — an estimated $1.93M sold.

Wealth Alliance Advisory Group first reported a position in IEFA in Q4 2017 and held it in 5 quarters. The position peaked at $1.93M in Q2 2019. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

Wealth Alliance Advisory Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
Wealth Alliance Advisory Group sold 31,370 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $1.93M.
Wealth Alliance Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 5 quarters.
Wealth Alliance Advisory Group's iShares Core MSCI EAFE ETF position peaked at $1.93M in Q2 2019.
949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2019, filed 1 Nov 2019.