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Aspire Private Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspire Private 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
2024
Q4 		– Sell
-650
Closed -$50.7K – 388
2024
Q3 		$50.7K Hold
650
– – 0.01% 232
2024
Q2 		$47.2K Sell
650
-73
-10% -$5.37K 0.01% 236
2024
Q1 		$53.7K Buy
723
+73
+11% +$5.2K 0.01% 229
2023
Q4 		$45.7K Hold
650
– – 0.01% 230
2023
Q3 		$41.8K Hold
650
– – 0.01% 227
2023
Q2 		$43.9K Hold
650
– – 0.01% 216
2023
Q1 		$43.5K Sell
650
-102
-14% -$6.69K 0.01% 216
2022
Q4 		$46.4K Sell
752
-1,349
-64% -$79.4K 0.02% 197
2022
Q3 		$111K Sell
2,101
-602
-22% -$35.4K 0.04% 148
2022
Q2 		$159K Buy
2,703
+596
+28% +$38.2K 0.06% 134
2022
Q1 		$146K Sell
2,107
-426
-17% -$30.1K 0.05% 147
2021
Q4 		$189K Buy
2,533
+120
+5% +$9.02K 0.06% 141
2021
Q3 		$179K Sell
2,413
-183
-7% -$13.9K 0.06% 142
2021
Q2 		$194K Sell
2,596
-3,534
-58% -$267K 0.06% 142
2021
Q1 		$442K Sell
6,130
-939
-13% -$67.1K 0.15% 71
2020
Q4 		$488K Buy
7,069
+181
+3% +$11.7K 0.19% 76
2020
Q3 		$415K Sell
6,888
-126
-2% -$7.6K 0.17% 78
2020
Q2 		$401K Sell
7,014
-7,478
-52% -$405K 0.19% 72
2020
Q1 		$723K Buy
14,492
+2,592
+22% +$154K 0.39% 44
2019
Q4 		$776K Buy
11,900
+255
+2% +$16.2K 0.34% 55
2019
Q3 		$711K Sell
11,645
-29
-0.2% -$1.75K 0.34% 52
2019
Q2 		$717K Buy
11,674
+4,348
+59% +$266K 0.34% 61
2019
Q1 		$445K Buy
7,326
+493
+7% +$29.1K 0.22% 87
2018
Q4 		$376K Buy
+6,833
New +$401K 0.22% 90

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aspire Private Capital's IEFA Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 650 shares — an estimated $50.7K sold.

Aspire Private Capital first reported a position in IEFA in Q4 2018 and held it in 24 quarters. The position peaked at $776K in Q4 2019. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 650 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $50.7K.
  • Aspire Private Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's iShares Core MSCI EAFE ETF position peaked at $776K in Q4 2019.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.