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

Align Wealth Management’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 Q4	$55.8K	Buy	+1,059	New	+$62.3K	0.05%	54

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Align Wealth Management's IEFA Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2022: 1,059 shares worth $55.8K. The stake represents 0.05% of the portfolio and ranks #54 among its holdings.

1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Align Wealth Management held 1,059 shares of iShares Core MSCI EAFE ETF worth $55.8K as of Q4 2022.
iShares Core MSCI EAFE ETF was a new Align Wealth Management position in Q4 2022.
iShares Core MSCI EAFE ETF made up 0.05% of Align Wealth Management's portfolio in Q4 2022, its #54 holding.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.