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

Wealthsimple US’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
2020 Q3	–	Sell	-4,489	Closed	-$257K	–	29
2020 Q2	$257K	Buy	+4,489	New	+$243K	0.2%	31
2020 Q1	–	Sell	-6,128	Closed	-$400K	–	32
2019 Q4	$400K	Buy	+6,128	New	+$389K	0.32%	20

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Wealthsimple US's IEFA Position: Q3 2020 in Review

Wealthsimple US sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 4,489 shares — an estimated $257K sold.

Wealthsimple US first reported a position in IEFA in Q4 2019 and held it in 2 quarters. The position peaked at $400K in Q4 2019. 1,095 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

Wealthsimple US reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
Wealthsimple US sold 4,489 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $257K.
Wealthsimple US first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
Wealthsimple US's iShares Core MSCI EAFE ETF position peaked at $400K in Q4 2019.
1,095 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.