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

Aire 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
2022
Q2 		– Sell
-5,524
Closed -$384K – 157
2022
Q1 		$384K Sell
5,524
-78
-1% -$5.52K 0.14% 89
2021
Q4 		$417K Buy
+5,602
New +$421K 0.18% 72

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aire Advisors's IEFA Position: Q2 2022 in Review

Aire Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 5,524 shares — an estimated $384K sold.

Aire Advisors first reported a position in IEFA in Q4 2021 and held it in 2 quarters. The position peaked at $417K in Q4 2021. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Aire Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Aire Advisors sold 5,524 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $384K.
  • Aire Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • Aire Advisors's iShares Core MSCI EAFE ETF position peaked at $417K in Q4 2021.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Aire Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.