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

Alterna 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
2024
Q1 		– Sell
-12,879
Closed -$906K – 99
2023
Q4 		$906K Buy
12,879
+7,539
+141% +$497K 1.09% 26
2023
Q3 		$344K Sell
5,340
-9,781
-65% -$655K 0.44% 54
2023
Q2 		$1.02M Sell
15,121
-12,684
-46% -$860K 1.18% 27
2023
Q1 		$1.86M Sell
27,805
-30,450
-52% -$2M 2.33% 13
2022
Q4 		$3.59M Buy
+58,255
New +$3.43M 4.03% 3
2022
Q2 		– Sell
-8,763
Closed -$609K – 107
2022
Q1 		$609K Sell
8,763
-4,227
-33% -$299K 0.51% 43
2021
Q4 		$970K Buy
+12,990
New +$976K 0.81% 35
2020
Q4 		$1.07M Buy
15,328
+11,159
+268% +$722K 1.35% 27
2020
Q3 		$251K Sell
4,169
-2,347
-36% -$142K 0.36% 55
2020
Q2 		$372K Sell
6,516
-2,524
-28% -$137K 0.44% 54
2020
Q1 		$451K Sell
9,040
-6,375
-41% -$379K 0.65% 35
2019
Q4 		$1.01M Buy
15,415
+1,230
+9% +$78K 1.12% 27
2019
Q3 		$867K Sell
14,185
-8,462
-37% -$511K 1.03% 26
2019
Q2 		$1.39M Buy
22,647
+15,844
+233% +$971K 1.67% 19
2019
Q1 		$413K Buy
+6,803
New +$402K 0.35% 68

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alterna Wealth Management's IEFA Position: Q1 2024 in Review

Alterna Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 12,879 shares — an estimated $906K sold.

Alterna Wealth Management first reported a position in IEFA in Q1 2019 and held it in 15 quarters. The position peaked at $3.59M in Q4 2022. 1,786 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Alterna Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Alterna Wealth Management sold 12,879 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $906K.
  • Alterna Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 15 quarters.
  • Alterna Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.59M in Q4 2022.
  • 1,786 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Alterna Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.