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Ahrens Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ahrens Investment Partners’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
Q1 		$43.5K Buy
+650
New +$42.6K 0.02% 347
2022
Q3 		– Sell
-12,556
Closed -$739K – 513
2022
Q2 		$739K Sell
12,556
-250
-2% -$16K 0.33% 65
2022
Q1 		$890K Hold
12,806
– – 0.28% 73
2021
Q4 		$956K Hold
12,806
– – 0.42% 53
2021
Q3 		$951K Hold
12,806
– – 0.45% 63
2021
Q2 		$959K Hold
12,806
– – 0.44% 63
2021
Q1 		$923K Sell
12,806
-250
-2% -$17.9K 0.47% 65
2020
Q4 		$902K Hold
13,056
– – 0.48% 57
2020
Q3 		$787K Sell
13,056
-1,550
-11% -$93.5K 0.52% 51
2020
Q2 		$835K Hold
14,606
– – 0.51% 50
2020
Q1 		$729K Buy
14,606
+3,743
+34% +$223K 0.52% 46
2019
Q4 		$709K Hold
10,863
– – 0.29% 66
2019
Q3 		$663K Buy
10,863
+3,230
+42% +$195K 0.29% 65
2019
Q2 		$469K Buy
7,633
+152
+2% +$9.31K 0.21% 75
2019
Q1 		$455K Sell
7,481
-1,509
-17% -$89.1K 0.21% 77
2018
Q4 		$494K Buy
+8,990
New +$527K 0.23% 74

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ahrens Investment Partners's IEFA Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2023: 650 shares worth $43.5K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IEFA as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IEFA in Q4 2018 and has held it in 16 quarters since. The position peaked at $959K in Q2 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Ahrens Investment Partners held 650 shares of iShares Core MSCI EAFE ETF worth $43.5K as of Q1 2023.
  • iShares Core MSCI EAFE ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Core MSCI EAFE ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #347 holding.
  • Ahrens Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
  • Ahrens Investment Partners's iShares Core MSCI EAFE ETF position peaked at $959K in Q2 2021.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.