Arlington Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Arlington Partners’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 Q4	–	Sell	-62,247	Closed	-$4.01M	–	298
2023 Q3	$4.01M	Buy	62,247 +17,516	+39%	+$1.17M	1.64%	8
2023 Q2	$3.02M	Buy	+44,731	New	+$3.03M	0.47%	21
2020 Q2	–	Sell	-13,650	Closed	-$681K	–	228
2020 Q1	$681K	Sell	13,650 -254	-2%	-$15.1K	0.35%	41
2019 Q4	$907K	Hold	13,904	–	–	0.56%	19
2019 Q3	$849K	Hold	13,904	–	–	0.54%	19
2019 Q2	$854K	Hold	13,904	–	–	0.38%	43
2019 Q1	$845K	Sell	13,904 -20,024	-59%	-$1.18M	0.6%	17
2018 Q4	$1.87M	Buy	33,928 +33,674	+13,257%	+$1.98M	1.21%	16
2018 Q3	$16K	Hold	254	–	–	0.01%	184
2018 Q2	$16K	Buy	+254	New	+$16.8K	0.02%	110

Other funds holding IEFA

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Arlington Partners's IEFA Position: Q4 2023 in Review

Arlington Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 62,247 shares — an estimated $4.01M sold.

Arlington Partners first reported a position in IEFA in Q2 2018 and held it in 10 quarters. The position peaked at $4.01M in Q3 2023. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

Arlington Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 62,247 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $4.01M.
Arlington Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 10 quarters.
Arlington Partners's iShares Core MSCI EAFE ETF position peaked at $4.01M in Q3 2023.
1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.