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

Able 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
Q1 		– Sell
-3,040
Closed -$214K – 307
2023
Q4 		$214K Buy
+3,040
New +$200K 0.19% 72

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Able Wealth Management's IEFA Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 3,040 shares — an estimated $214K sold.

Able Wealth Management first reported a position in IEFA in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 1,786 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 3,040 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $214K.
  • Able Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Core MSCI EAFE ETF position peaked at $214K in Q4 2023.
  • 1,786 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.