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

ACG Wealth’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
Q3 		– Sell
-2,961
Closed -$174K – 585
2022
Q2 		$174K Sell
2,961
-558
-16% -$35.8K 0.04% 261
2022
Q1 		$245K Sell
3,519
-404
-10% -$28.6K 0.05% 237
2021
Q4 		$293K Buy
3,923
+44
+1% +$3.31K 0.04% 267
2021
Q3 		$288K Hold
3,879
– – 0.04% 253
2021
Q2 		$290K Buy
3,879
+1,058
+38% +$79.9K 0.04% 258
2021
Q1 		$203K Sell
2,821
-82
-3% -$5.86K 0.03% 301
2020
Q4 		$201K Buy
+2,903
New +$188K 0.03% 301
2019
Q3 		– Sell
-4,873
Closed -$299K – 351
2019
Q2 		$299K Sell
4,873
-1,244
-20% -$76.2K 0.04% 272
2019
Q1 		$372K Buy
6,117
+790
+15% +$46.6K 0.05% 241
2018
Q4 		$293K Buy
5,327
+662
+14% +$38.8K 0.04% 249
2018
Q3 		$299K Sell
4,665
-524
-10% -$33.4K 0.04% 254
2018
Q2 		$329K Buy
5,189
+808
+18% +$53.5K 0.05% 219
2018
Q1 		$289K Sell
4,381
-210
-5% -$14.1K 0.04% 236
2017
Q4 		$303K Buy
4,591
+555
+14% +$36.2K 0.04% 247
2017
Q3 		$259K Sell
4,036
-692
-15% -$43.3K 0.05% 218
2017
Q2 		$288K Buy
+4,728
New +$285K 0.05% 241
2015
Q4 		– Sell
-22,748
Closed -$1.2M – 227
2015
Q3 		$1.2M Buy
+22,748
New +$1.29M 0.32% 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
LPL Financial
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ACG Wealth's IEFA Position: Q3 2022 in Review

ACG Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 2,961 shares — an estimated $174K sold.

ACG Wealth first reported a position in IEFA in Q3 2015 and held it in 17 quarters. The position peaked at $1.2M in Q3 2015. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • ACG Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2,961 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $174K.
  • ACG Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and held it in 17 quarters.
  • ACG Wealth's iShares Core MSCI EAFE ETF position peaked at $1.2M in Q3 2015.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.