AC
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Anson Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Anson Capital’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
2023
Q1 		– Sell
-4,010
Closed -$247K – 77
2022
Q4 		$247K Hold
4,010
– – 0.33% 52
2022
Q3 		$211K Sell
4,010
-3,162
-44% -$186K 0.28% 52
2022
Q2 		$422K Hold
7,172
– – 0.45% 38
2022
Q1 		$499K Sell
7,172
-129
-2% -$9.13K 0.47% 38
2021
Q4 		$542K Buy
+7,301
New +$549K 0.53% 33

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Anson Capital's IEFA Position: Q1 2023 in Review

Anson Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 4,010 shares — an estimated $247K sold.

Anson Capital first reported a position in IEFA in Q4 2021 and held it in 5 quarters. The position peaked at $542K in Q4 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Anson Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Anson Capital sold 4,010 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $247K.
  • Anson Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 5 quarters.
  • Anson Capital's iShares Core MSCI EAFE ETF position peaked at $542K in Q4 2021.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Anson Capital's 13F filing for Q1 2023, filed 16 May 2023.