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WealthStone’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WealthStone’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 		$212K Buy
+2,950
New +$211K 0.07% 241
2020
Q3 		– Sell
-5,371
Closed -$307K – 223
2020
Q2 		$307K Buy
+5,371
New +$291K 0.15% 113
2020
Q1 		– Sell
-105,617
Closed -$6.89M – 31
2019
Q4 		$6.89M Hold
105,617
– – 4.07% 8
2019
Q3 		$6.45M Buy
+105,617
New +$6.37M 3.43% 9
2019
Q2 		– Hold
0
– – – 7

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WealthStone's IEFA Position: Q1 2021 in Review

WealthStone opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2021: 2,950 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #241 among its holdings. This is a return to the name: WealthStone previously reported a position in IEFA as recently as Q2 2020.

WealthStone first reported a position in IEFA in Q3 2019 and has held it in 4 quarters since. The position peaked at $6.89M in Q4 2019. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • WealthStone held 2,950 shares of iShares Core MSCI EAFE ETF worth $212K as of Q1 2021.
  • iShares Core MSCI EAFE ETF was a new WealthStone position in Q1 2021.
  • iShares Core MSCI EAFE ETF made up 0.07% of WealthStone's portfolio in Q1 2021, its #241 holding.
  • WealthStone first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 4 quarters since.
  • WealthStone's iShares Core MSCI EAFE ETF position peaked at $6.89M in Q4 2019.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.