ACK
IEFA icon

Andrew C. Karlinski’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Andrew C. Karlinski’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 		– Sell
-1,243
Closed -$65K – 111
2022
Q3 		$65K Hold
1,243
– – 0.1% 78
2022
Q2 		$73K Hold
1,243
– – 0.11% 71
2022
Q1 		$86K Sell
1,243
-199
-14% -$14.1K 0.16% 66
2021
Q4 		$108K Buy
+1,442
New +$108K 0.2% 60

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Andrew C. Karlinski's IEFA Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 1,243 shares — an estimated $65K sold.

Andrew C. Karlinski first reported a position in IEFA in Q4 2021 and held it in 4 quarters. The position peaked at $108K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 1,243 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $65K.
  • Andrew C. Karlinski first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's iShares Core MSCI EAFE ETF position peaked at $108K in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.