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Wellesley Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wellesley Investment Partners’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
-4,447
Closed -$254K – 106
2020
Q2 		$254K Sell
4,447
-65
-1% -$3.52K 0.09% 91
2020
Q1 		$225K Sell
4,512
-145
-3% -$8.63K 0.09% 92
2019
Q4 		$303K Buy
4,657
+1,196
+35% +$75.9K 0.09% 94
2019
Q3 		$211K Buy
+3,461
New +$209K 0.07% 103

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

Wellesley Investment Partners's IEFA Position: Q3 2020 in Review

Wellesley Investment Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 4,447 shares — an estimated $254K sold.

Wellesley Investment Partners first reported a position in IEFA in Q3 2019 and held it in 4 quarters. The position peaked at $303K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Wellesley Investment Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 4,447 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $254K.
  • Wellesley Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 4 quarters.
  • Wellesley Investment Partners's iShares Core MSCI EAFE ETF position peaked at $303K in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.