9WM
IEFA icon

9258 Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

9258 Wealth Management’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
2024
Q3 		$985K Sell
12,623
-65
-0.5% -$4.87K 0.15% 123
2024
Q2 		$922K Buy
12,688
+215
+2% +$15.8K 0.14% 127
2024
Q1 		$926K Sell
12,473
-66
-0.5% -$4.7K 0.14% 133
2023
Q4 		$882K Buy
12,539
+1,156
+10% +$76.2K 0.16% 127
2023
Q3 		$732K Buy
11,383
+163
+1% +$10.9K 0.14% 136
2023
Q2 		$757K Buy
11,220
+1,711
+18% +$116K 0.14% 134
2023
Q1 		$636K Buy
9,509
+1,362
+17% +$89.3K 0.13% 144
2022
Q4 		$502K Sell
8,147
-483
-6% -$28.4K 0.11% 172
2022
Q3 		$455K Sell
8,630
-613
-7% -$36K 0.12% 174
2022
Q2 		$544K Buy
9,243
+428
+5% +$27.5K 0.14% 161
2022
Q1 		$613K Buy
8,815
+82
+0.9% +$5.8K 0.14% 161
2021
Q4 		$652K Buy
8,733
+887
+11% +$66.7K 0.15% 152
2021
Q3 		$583K Buy
7,846
+601
+8% +$45.7K 0.16% 149
2021
Q2 		$542K Buy
7,245
+668
+10% +$50.4K 0.15% 155
2021
Q1 		$474K Buy
6,577
+210
+3% +$15K 0.14% 161
2020
Q4 		$440K Hold
6,367
– – 0.14% 164
2020
Q3 		$370K Sell
6,367
-37
-0.6% -$2.23K 0.14% 170
2020
Q2 		$366K Sell
6,404
-13,165
-67% -$713K 0.15% 169
2020
Q1 		$1.02M Buy
19,569
+853
+5% +$50.8K 0.45% 51
2019
Q4 		$1.22M Sell
18,716
-4,264
-19% -$270K 0.45% 60
2019
Q3 		$1.4M Sell
22,980
-2,938
-11% -$177K 1.09% 19
2019
Q2 		$1.59M Buy
25,918
+4,775
+23% +$293K 1.28% 14
2019
Q1 		$1.28M Buy
21,143
+2,143
+11% +$126K 1.09% 26
2018
Q4 		$1.04M Buy
+19,000
New +$1.11M 1.01% 26

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

9258 Wealth Management's IEFA Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.51% in Q3 2024, selling an estimated $4.87K and leaving 12,623 shares worth $985K. The position accounts for 0.15% of the portfolio, ranked #123.

9258 Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.59M in Q2 2019. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • 9258 Wealth Management held 12,623 shares of iShares Core MSCI EAFE ETF worth $985K as of Q3 2024.
  • 9258 Wealth Management sold 65 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $4.87K.
  • iShares Core MSCI EAFE ETF made up 0.15% of 9258 Wealth Management's portfolio in Q3 2024, its #123 holding.
  • 9258 Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.59M in Q2 2019.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.