YorkBridge Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-190	Closed	-$12K	–	392
2019 Q2	$12K	Hold	190	–	–	0.01%	521
2019 Q1	$12K	Sell	190 -85	-31%	-$5.02K	0.01%	549
2018 Q4	$15K	Buy	275 +2	+0.7%	+$117	0.01%	520
2018 Q3	$18K	Buy	273 +5	+2%	+$319	0.01%	543
2018 Q2	$17K	Buy	268 +2	+0.8%	+$132	0.01%	568
2018 Q1	$18K	Hold	266	–	–	0.01%	554
2017 Q4	$17K	Buy	266 +36	+16%	+$2.35K	0.01%	559
2017 Q3	$15K	Buy	230 +50	+28%	+$3.13K	0.01%	588
2017 Q2	$11K	Buy	180 +79	+78%	+$4.77K	0.01%	616
2017 Q1	$6K	Buy	+101	New	+$5.68K	﹤0.01%	670

Other funds holding IEFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

RJA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's IEFA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2019, closing a stake of 190 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in IEFA in Q1 2017 and held it in 10 quarters. The position peaked at $18K in Q3 2018. 949 funds tracked by Wall St. Rank hold IEFA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 190 iShares Core MSCI EAFE ETF shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $18K in Q3 2018.
949 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.