AWA
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Authentikos Wealth Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Authentikos Wealth Advisory’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
-22
Closed -$1.42K – 282
2023
Q3 		$1.42K Buy
+22
New +$1.47K ﹤0.01% 472

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Authentikos Wealth Advisory's IEFA Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 22 shares — an estimated $1.42K sold.

Authentikos Wealth Advisory first reported a position in IEFA in Q3 2023 and held it in 1 quarter. The position peaked at $1.42K in Q3 2023. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 22 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $1.42K.
  • Authentikos Wealth Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Core MSCI EAFE ETF position peaked at $1.42K in Q3 2023.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.