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

Accel 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
2023 Q2	–	Sell	-1,452	Closed	-$97.1K	–	494
2023 Q1	$97.1K	Hold	1,452	–	–	0.04%	341
2022 Q4	$89.5K	Sell	1,452 -13	-0.9%	-$765	0.04%	259
2022 Q3	$82K	Buy	1,465 +600	+69%	+$35.3K	0.04%	276
2022 Q2	$50K	Hold	865	–	–	0.03%	346
2022 Q1	$61K	Buy	865 +173	+25%	+$12.2K	0.03%	332
2021 Q4	$52K	Sell	692 -32	-4%	-$2.4K	0.03%	373
2021 Q3	$54K	Hold	724	–	–	0.03%	312
2021 Q2	$54K	Buy	724 +102	+16%	+$7.7K	0.04%	326
2021 Q1	$45K	Hold	622	–	–	0.04%	336
2020 Q4	$43K	Buy	+622	New	+$40.2K	0.04%	323

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Accel Wealth Management's IEFA Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 1,452 shares — an estimated $97.1K sold.

Accel Wealth Management first reported a position in IEFA in Q4 2020 and held it in 10 quarters. The position peaked at $97.1K in Q1 2023. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Accel Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,452 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $97.1K.
Accel Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Core MSCI EAFE ETF position peaked at $97.1K in Q1 2023.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.