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Ables Iannone Moore & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ables Iannone Moore & Associates’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
-543
Closed -$38.2K – 167
2023
Q4 		$38.2K Buy
+543
New +$35.8K 0.03% 110

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
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

Ables Iannone Moore & Associates's IEFA Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 543 shares — an estimated $38.2K sold.

Ables Iannone Moore & Associates first reported a position in IEFA in Q4 2023 and held it in 1 quarter. The position peaked at $38.2K in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 543 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $38.2K.
  • Ables Iannone Moore & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's iShares Core MSCI EAFE ETF position peaked at $38.2K in Q4 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.