Whitegate Investment Counselors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-3,351	Closed	-$249K	–	125
2021 Q3	$249K	Hold	3,351	–	–	0.04%	203
2021 Q2	$251K	Hold	3,351	–	–	0.04%	201
2021 Q1	$241K	Sell	3,351 -101	-3%	-$7.22K	0.04%	194
2020 Q4	$238K	Hold	3,452	–	–	0.04%	191
2020 Q3	$208K	Sell	3,452 -257	-7%	-$15.5K	0.04%	187
2020 Q2	$212K	Buy	+3,709	New	+$201K	0.04%	184
2020 Q1	–	Sell	-3,700	Closed	-$241K	–	188
2019 Q4	$241K	Sell	3,700 -139	-4%	-$8.82K	0.04%	183
2019 Q3	$234K	Buy	3,839 +75	+2%	+$4.53K	0.05%	180
2019 Q2	$231K	Buy	3,764 +149	+4%	+$9.13K	0.05%	181
2019 Q1	$220K	Buy	+3,615	New	+$213K	0.05%	182

Other funds holding IEFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Whitegate Investment Counselors's IEFA Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 3,351 shares — an estimated $249K sold.

Whitegate Investment Counselors first reported a position in IEFA in Q1 2019 and held it in 10 quarters. The position peaked at $251K in Q2 2021. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

Whitegate Investment Counselors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 3,351 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $249K.
Whitegate Investment Counselors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 10 quarters.
Whitegate Investment Counselors's iShares Core MSCI EAFE ETF position peaked at $251K in Q2 2021.
1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.