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

Abacus 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
2022
Q1 		– Sell
-3,355
Closed -$250K – 104
2021
Q4 		$250K Buy
3,355
+96
+3% +$7.21K 0.09% 93
2021
Q3 		$242K Sell
3,259
-1,274
-28% -$96.9K 0.09% 89
2021
Q2 		$339K Buy
4,533
+1,289
+40% +$97.3K 0.13% 62
2021
Q1 		$234K Hold
3,244
– – 0.17% 92
2020
Q4 		$224K Buy
+3,244
New +$210K 0.2% 81

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abacus Wealth Partners's IEFA Position: Q1 2022 in Review

Abacus Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 3,355 shares — an estimated $250K sold.

Abacus Wealth Partners first reported a position in IEFA in Q4 2020 and held it in 5 quarters. The position peaked at $339K in Q2 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Abacus Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 3,355 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $250K.
  • Abacus Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 5 quarters.
  • Abacus Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $339K in Q2 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.