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Ategra Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ategra Capital 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
-6,512
Closed -$483K – 52
2024
Q1 		$483K Hold
6,512
– – 0.22% 68
2023
Q4 		$458K Buy
6,512
+2
+0% +$132 0.2% 66
2023
Q3 		$419K Sell
6,510
-43
-0.7% -$2.88K 0.23% 66
2023
Q2 		$442K Buy
6,553
+786
+14% +$53.3K 0.24% 63
2023
Q1 		$378K Sell
5,767
-783
-12% -$51.3K 0.21% 70
2022
Q4 		$404K Buy
6,550
+1
+0% +$59 0.2% 69
2022
Q3 		$345K Hold
6,549
– – 0.18% 73
2022
Q2 		$385K Buy
6,549
+3
+0% +$192 0.2% 72
2022
Q1 		$455K Hold
6,546
– – 0.2% 77
2021
Q4 		$489K Buy
6,546
+2
+0% +$150 0.21% 73
2021
Q3 		$486K Hold
6,544
– – 0.23% 73
2021
Q2 		$490K Buy
6,544
+387
+6% +$29.2K 0.24% 74
2021
Q1 		$444K Buy
6,157
+495
+9% +$35.4K 0.25% 70
2020
Q4 		$391K Buy
5,662
+1
+0% +$65 0.27% 64
2020
Q3 		$341K Hold
5,661
– – 0.31% 63
2020
Q2 		$324K Buy
5,661
+2
+0% +$108 0.31% 63
2020
Q1 		$282K Buy
5,659
+6
+0.1% +$357 0.33% 60
2019
Q4 		$369K Buy
5,653
+113
+2% +$7.17K 0.31% 59
2019
Q3 		$338K Buy
5,540
+15
+0.3% +$905 0.31% 67
2019
Q2 		$339K Buy
+5,525
New +$339K 0.32% 72

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ategra Capital Management's IEFA Position: Q2 2024 in Review

Ategra Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 6,512 shares — an estimated $483K sold.

Ategra Capital Management first reported a position in IEFA in Q2 2019 and held it in 20 quarters. The position peaked at $490K in Q2 2021. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Ategra Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Ategra Capital Management sold 6,512 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $483K.
  • Ategra Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 20 quarters.
  • Ategra Capital Management's iShares Core MSCI EAFE ETF position peaked at $490K in Q2 2021.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.