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

Baldwin Wealth 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
2024 Q4	–	Sell	-555	Closed	-$43.3K	–	607
2024 Q3	$43.3K	Sell	555 -250	-31%	-$18.7K	﹤0.01%	579
2024 Q2	$58.5K	Buy	805 +350	+77%	+$25.8K	﹤0.01%	324
2024 Q1	$33.8K	Sell	455 -79	-15%	-$5.62K	﹤0.01%	421
2023 Q4	$37.6K	Hold	534	–	–	﹤0.01%	412
2023 Q3	$34.4K	Hold	534	–	–	﹤0.01%	443
2023 Q2	$36K	Hold	534	–	–	﹤0.01%	461
2023 Q1	$35.7K	Sell	534 -192	-26%	-$12.6K	﹤0.01%	464
2022 Q4	$44.8K	Hold	726	–	–	﹤0.01%	428
2022 Q3	$38K	Sell	726 -545	-43%	-$32K	0.01%	362
2022 Q2	$75K	Buy	1,271 +329	+35%	+$21.1K	0.01%	286
2022 Q1	$65K	Buy	942 +603	+178%	+$42.7K	0.01%	334
2021 Q4	$25K	Hold	339	–	–	﹤0.01%	426
2021 Q3	$25K	Sell	339 -81	-19%	-$6.16K	﹤0.01%	428
2021 Q2	$31K	Hold	420	–	–	﹤0.01%	411
2021 Q1	$30K	Buy	+420	New	+$30K	﹤0.01%	410
2019 Q4	–	Sell	-55	Closed	-$3K	–	544
2019 Q3	$3K	Hold	55	–	–	﹤0.01%	490
2019 Q2	$3K	Sell	55 -743	-93%	-$45.5K	﹤0.01%	484
2019 Q1	$48K	Buy	+798	New	+$47.1K	0.01%	306

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Baldwin Wealth Partners's IEFA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 555 shares — an estimated $43.3K sold.

Baldwin Wealth Partners first reported a position in IEFA in Q1 2019 and held it in 18 quarters. The position peaked at $75K in Q2 2022. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 555 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $43.3K.
Baldwin Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 18 quarters.
Baldwin Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $75K in Q2 2022.
2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.