1834 Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-849	Closed	-$50K	–	318
2022 Q2	$50K	Buy	+849	New	+$54.5K	0.01%	271
2021 Q2	–	Sell	-750	Closed	-$54K	–	511
2021 Q1	$54K	Hold	750	–	–	0.01%	264
2020 Q4	$52K	Buy	+750	New	+$48.5K	0.01%	262
2020 Q2	–	Sell	-622	Closed	-$31K	–	460
2020 Q1	$31K	Sell	622 -1,140	-65%	-$67.8K	0.01%	279
2019 Q4	$115K	Buy	1,762 +1,132	+180%	+$71.8K	0.02%	231
2019 Q3	$38K	Sell	630 -1,115	-64%	-$67.3K	0.01%	291
2019 Q2	$107K	Buy	1,745 +652	+60%	+$39.9K	0.02%	232
2019 Q1	$66K	Hold	1,093	–	–	0.01%	252
2018 Q4	$60K	Buy	1,093 +15	+1%	+$880	0.01%	251
2018 Q3	$69K	Hold	1,078	–	–	0.01%	258
2018 Q2	$68K	Sell	1,078 -381	-26%	-$25.2K	0.01%	252
2018 Q1	$96K	Hold	1,459	–	–	0.02%	222
2017 Q4	$96K	Buy	+1,459	New	+$95.1K	0.02%	243

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

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

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

1834 Investment Advisors's IEFA Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 849 shares — an estimated $50K sold.

1834 Investment Advisors first reported a position in IEFA in Q4 2017 and held it in 13 quarters. The position peaked at $115K in Q4 2019. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

1834 Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 849 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $50K.
1834 Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 13 quarters.
1834 Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $115K in Q4 2019.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.