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

American Portfolios 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 Q3	$2.48M	Sell	47,013 -4,102	-8%	-$241K	0.1%	199
2022 Q2	$3.01M	Sell	51,115 -1,794	-3%	-$115K	0.12%	175
2022 Q1	$3.68M	Buy	52,909 +4,805	+10%	+$340K	0.13%	169
2021 Q4	$3.59M	Buy	48,104 +1,941	+4%	+$146K	0.12%	167
2021 Q3	$3.43M	Buy	46,163 +5,157	+13%	+$392K	0.13%	159
2021 Q2	$3.07M	Buy	41,006 +6,991	+21%	+$528K	0.12%	172
2021 Q1	$2.45M	Sell	34,015 -473	-1%	-$33.8K	0.11%	190
2020 Q4	$2.38M	Buy	34,488 +8,936	+35%	+$578K	0.12%	163
2020 Q3	$1.54M	Buy	25,552 +14,244	+126%	+$859K	0.09%	204
2020 Q2	$646K	Buy	11,308 +117	+1%	+$6.34K	0.04%	373
2020 Q1	$558K	Sell	11,191 -141	-1%	-$8.39K	0.05%	342
2019 Q4	$739K	Buy	11,332 +2,941	+35%	+$187K	0.05%	329
2019 Q3	$512K	Buy	8,391 +810	+11%	+$48.9K	0.04%	392
2019 Q2	$465K	Sell	7,581 -815	-10%	-$49.9K	0.04%	415
2019 Q1	$510K	Buy	8,396 +1,486	+22%	+$87.7K	0.05%	364
2018 Q4	$380K	Buy	6,910 +349	+5%	+$20.5K	0.05%	347
2018 Q3	$420K	Buy	6,561 +989	+18%	+$63K	0.05%	368
2018 Q2	$353K	Buy	5,572 +310	+6%	+$20.5K	0.05%	370
2018 Q1	$347K	Buy	5,262 +4,788	+1,010%	+$322K	0.05%	353
2017 Q4	$31.3K	Buy	+474	New	+$30.9K	0.01%	1167

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

American Portfolios Advisors's IEFA Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q3 2022, selling an estimated $241K and leaving 47,013 shares worth $2.48M. The position accounts for 0.1% of the portfolio, ranked #199.

American Portfolios Advisors first reported a position in IEFA in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.68M in Q1 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

American Portfolios Advisors held 47,013 shares of iShares Core MSCI EAFE ETF worth $2.48M as of Q3 2022.
American Portfolios Advisors sold 4,102 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $241K.
iShares Core MSCI EAFE ETF made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #199 holding.
American Portfolios Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Core MSCI EAFE ETF position peaked at $3.68M in Q1 2022.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.