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Apexium Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Apexium Financial’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
Q3 		– Sell
-9,033
Closed -$656K – 242
2024
Q2 		$656K Sell
9,033
-1,998
-18% -$147K 0.05% 115
2024
Q1 		$819K Sell
11,031
-1,277
-10% -$90.9K 0.06% 107
2023
Q4 		$866K Buy
12,308
+3,475
+39% +$229K 0.06% 129
2023
Q3 		$568K Hold
8,833
– – 0.06% 121
2023
Q2 		$596K Buy
+8,833
New +$599K 0.05% 124

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Apexium Financial's IEFA Position: Q3 2024 in Review

Apexium Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 9,033 shares — an estimated $656K sold.

Apexium Financial first reported a position in IEFA in Q2 2023 and held it in 5 quarters. The position peaked at $866K in Q4 2023. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Apexium Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Apexium Financial sold 9,033 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $656K.
  • Apexium Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 5 quarters.
  • Apexium Financial's iShares Core MSCI EAFE ETF position peaked at $866K in Q4 2023.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Apexium Financial's 13F filing for Q3 2024, filed 15 Oct 2024.