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Wealthspire Advisors (Maryland)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wealthspire Advisors (Maryland)’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 		$3.04M Buy
50,444
+24,529
+95% +$1.48M 0.11% 95
2020
Q2 		$1.48M Sell
25,915
-701
-3% -$38K 0.11% 118
2020
Q1 		$1.33M Buy
26,616
+5,162
+24% +$307K 0.12% 113
2019
Q4 		$1.4M Sell
21,454
-3,503
-14% -$222K 0.09% 129
2019
Q3 		$1.52M Buy
24,957
+573
+2% +$34.6K 0.11% 105
2019
Q2 		$1.5M Buy
24,384
+122
+0.5% +$7.47K 0.11% 105
2019
Q1 		$1.47M Sell
24,262
-4,710
-16% -$278K 0.11% 110
2018
Q4 		$1.59M Sell
28,972
-6,603
-19% -$387K 0.14% 90
2018
Q3 		$2.28M Sell
35,575
-1,268
-3% -$80.8K 0.19% 73
2018
Q2 		$2.33M Sell
36,843
-1,698
-4% -$112K 0.21% 66
2018
Q1 		$2.54M Sell
38,541
-268
-0.7% -$18K 0.24% 65
2017
Q4 		$2.56M Buy
38,809
+2,474
+7% +$161K 0.25% 67
2017
Q3 		$2.33M Buy
36,335
+4,894
+16% +$306K 0.25% 65
2017
Q2 		$1.91M Buy
31,441
+6,167
+24% +$372K 0.23% 72
2017
Q1 		$1.47M Sell
25,274
-8,156
-24% -$458K 0.21% 72
2016
Q4 		$1.79M Sell
33,430
-1,462
-4% -$78.5K 0.27% 59
2016
Q3 		$1.92M Buy
34,892
+569
+2% +$30.7K 0.3% 56
2016
Q2 		$1.78M Sell
34,323
-9,366
-21% -$501K 0.3% 54
2016
Q1 		$2.32M Buy
43,689
+2,478
+6% +$126K 0.41% 42
2015
Q4 		$2.24M Buy
+41,211
New +$2.29M 0.42% 39

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEFA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 95% in Q3 2020, buying an estimated $1.48M and bringing the position to 50,444 shares worth $3.04M. The position accounts for 0.11% of the portfolio, ranked #95.

Wealthspire Advisors (Maryland) first reported a position in IEFA in Q4 2015 and has held it in 20 quarters since. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 50,444 shares of iShares Core MSCI EAFE ETF worth $3.04M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 24,529 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $1.48M.
  • iShares Core MSCI EAFE ETF made up 0.11% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #95 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.