Ackerman Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ackerman Capital Advisors’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 Q3	–	Sell	-6,801	Closed	-$494K	–	102
2024 Q2	$494K	Hold	6,801	–	–	0.13%	66
2024 Q1	$505K	Hold	6,801	–	–	0.14%	67
2023 Q4	$478K	Buy	+6,801	New	+$448K	0.13%	69
2023 Q1	–	Sell	-34,836	Closed	-$2.15M	–	110
2022 Q4	$2.15M	Sell	34,836 -26	-0.1%	-$1.53K	0.58%	27
2022 Q3	$1.84M	Sell	34,862 -65	-0.2%	-$3.82K	0.52%	27
2022 Q2	$2.06M	Sell	34,927 -333	-0.9%	-$21.4K	0.55%	29
2022 Q1	$2.45M	Buy	35,260 +5,312	+18%	+$376K	0.58%	28
2021 Q4	$2.23M	Buy	29,948 +8,817	+42%	+$663K	0.51%	33
2021 Q3	$1.57M	Buy	+21,131	New	+$1.61M	0.36%	34

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ackerman Capital Advisors's IEFA Position: Q3 2024 in Review

Ackerman Capital Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 6,801 shares — an estimated $494K sold.

Ackerman Capital Advisors first reported a position in IEFA in Q3 2021 and held it in 9 quarters. The position peaked at $2.45M in Q1 2022. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

Ackerman Capital Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 6,801 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $494K.
Ackerman Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and held it in 9 quarters.
Ackerman Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $2.45M in Q1 2022.
1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Ackerman Capital Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.