Aspire Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspire Wealth Management’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 Q2	–	Sell	-490	Closed	-$36.4K	–	184
2024 Q1	$36.4K	Hold	490	–	–	0.02%	141
2023 Q4	$34.5K	Hold	490	–	–	0.02%	134
2023 Q3	$31.5K	Hold	490	–	–	0.02%	130
2023 Q2	$33.1K	Hold	490	–	–	0.03%	133
2023 Q1	$32.7K	Buy	490 +489	+48,900%	+$32.1K	0.03%	129
2022 Q4	$46	Sell	1 -24	-96%	-$1.41K	﹤0.01%	190
2022 Q3	$1K	Sell	25 -6,116	-100%	-$360K	﹤0.01%	166
2022 Q2	$361K	Buy	6,141 +6,092	+12,433%	+$391K	0.33%	57
2022 Q1	$3K	Sell	49 -471	-91%	-$33.3K	﹤0.01%	164
2021 Q4	$39K	Buy	+520	New	+$39.1K	0.03%	128

Other funds holding IEFA

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspire Wealth Management's IEFA Position: Q2 2024 in Review

Aspire Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 490 shares — an estimated $36.4K sold.

Aspire Wealth Management first reported a position in IEFA in Q4 2021 and held it in 10 quarters. The position peaked at $361K in Q2 2022. 1,810 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

Aspire Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Aspire Wealth Management sold 490 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $36.4K.
Aspire Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 10 quarters.
Aspire Wealth Management's iShares Core MSCI EAFE ETF position peaked at $361K in Q2 2022.
1,810 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Aspire Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.