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

Alera Investment 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 		$6.73M Buy
86,181
+1,426
+2% +$107K 0.79% 29
2024
Q2 		$6.16M Buy
84,755
+12,929
+18% +$951K 0.74% 30
2024
Q1 		$5.33M Sell
71,826
-57,414
-44% -$4.09M 0.72% 21
2023
Q4 		$9.09M Buy
129,240
+584
+0.5% +$38.5K 1.19% 19
2023
Q3 		$8.28M Sell
128,656
-735
-0.6% -$49.2K 1.36% 14
2023
Q2 		$8.73M Sell
129,391
-228
-0.2% -$15.5K 1.88% 12
2023
Q1 		$8.67M Sell
129,619
-264
-0.2% -$17.3K 2% 11
2022
Q4 		$8.01M Sell
129,883
-4,048
-3% -$238K 1.89% 13
2022
Q3 		$7.05M Sell
133,931
-2,780
-2% -$163K 2% 13
2022
Q2 		$8.04M Sell
136,711
-1,797
-1% -$115K 2.25% 12
2022
Q1 		$9.63M Buy
138,508
+12
+0% +$849 2.2% 11
2021
Q4 		$10.3M Buy
138,496
+346
+0.3% +$26K 2.83% 8
2021
Q3 		$10.3M Sell
138,150
-278
-0.2% -$21.1K 3.03% 9
2021
Q2 		$10.4M Sell
138,428
-22,305
-14% -$1.68M 3.12% 10
2021
Q1 		$11.6M Buy
160,733
+1,526
+1% +$109K 3.82% 8
2020
Q4 		$11M Sell
159,207
-2,616
-2% -$169K 3.88% 8
2020
Q3 		$9.76M Sell
161,823
-38,281
-19% -$2.31M 3.89% 8
2020
Q2 		$11.4M Buy
200,104
+27,246
+16% +$1.48M 6.02% 7
2020
Q1 		$9.02M Buy
+172,858
New +$10.3M 5.46% 6
2019
Q2 		– Sell
-455
Closed -$28K – 504
2019
Q1 		$28K Sell
455
-417
-48% -$24.6K 0.01% 232
2018
Q4 		$48K Buy
+872
New +$51.1K 0.03% 180

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Alera Investment Advisors's IEFA Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q3 2024, buying an estimated $107K and bringing the position to 86,181 shares worth $6.73M. The position accounts for 0.79% of the portfolio, ranked #29.

Alera Investment Advisors first reported a position in IEFA in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.6M in Q1 2021. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Alera Investment Advisors held 86,181 shares of iShares Core MSCI EAFE ETF worth $6.73M as of Q3 2024.
  • Alera Investment Advisors bought 1,426 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $107K.
  • iShares Core MSCI EAFE ETF made up 0.79% of Alera Investment Advisors's portfolio in Q3 2024, its #29 holding.
  • Alera Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 21 quarters since.
  • Alera Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $11.6M in Q1 2021.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.