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Baltimore-Washington Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Baltimore-Washington Financial Advisors’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
Q1 		– Sell
-4,356
Closed -$269K – 143
2022
Q4 		$269K Sell
4,356
-250
-5% -$14.7K 0.03% 121
2022
Q3 		$242K Sell
4,606
-4,440
-49% -$261K 0.02% 140
2022
Q2 		$532K Buy
9,046
+4,699
+108% +$301K 0.06% 92
2022
Q1 		$313K Buy
4,347
+50
+1% +$3.54K 0.03% 119
2021
Q4 		$320K Sell
4,297
-50
-1% -$3.76K 0.03% 112
2021
Q3 		$322K Sell
4,347
-150
-3% -$11.4K 0.03% 107
2021
Q2 		$336K Hold
4,497
– – 0.03% 102
2021
Q1 		$324K Buy
4,497
+179
+4% +$12.8K 0.03% 100
2020
Q4 		$298K Buy
4,318
+74
+2% +$4.79K 0.03% 103
2020
Q3 		$255K Sell
4,244
-3,873
-48% -$234K 0.03% 105
2020
Q2 		$463K Sell
8,117
-81,285
-91% -$4.41M 0.06% 92
2020
Q1 		$4.46M Sell
89,402
-4,230
-5% -$252K 0.8% 46
2019
Q4 		$6.11M Buy
93,632
+3,647
+4% +$231K 0.9% 47
2019
Q3 		$5.51M Sell
89,985
-3,131
-3% -$189K 0.91% 48
2019
Q2 		$5.72M Sell
93,116
-3,385
-4% -$207K 0.96% 48
2019
Q1 		$5.86M Sell
96,501
-260
-0.3% -$15.3K 1.03% 48
2018
Q4 		$5.32M Sell
96,761
-2,087
-2% -$122K 1.1% 44
2018
Q3 		$6.33M Sell
98,848
-8,309
-8% -$530K 1.15% 44
2018
Q2 		$6.79M Sell
107,157
-1,171
-1% -$77.5K 1.35% 36
2018
Q1 		$7.14M Buy
108,328
+4,130
+4% +$277K 1.56% 31
2017
Q4 		$6.89M Buy
104,198
+1,378
+1% +$89.8K 1.45% 36
2017
Q3 		$6.6M Buy
102,820
+16,885
+20% +$1.06M 1.5% 35
2017
Q2 		$5.23M Buy
85,935
+11,034
+15% +$666K 1.26% 43
2017
Q1 		$4.34M Sell
74,901
-2,444
-3% -$137K 1.1% 47
2016
Q4 		$4.15M Sell
77,345
-11,866
-13% -$637K 1.14% 45
2016
Q3 		$4.92M Buy
89,211
+5,400
+6% +$291K 1.4% 35
2016
Q2 		$4.35M Buy
83,811
+9,531
+13% +$510K 1.29% 38
2016
Q1 		$3.95M Buy
74,280
+5,820
+9% +$297K 1.2% 41
2015
Q4 		$3.72M Buy
+68,460
New +$3.8M 1.16% 41

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IEFA Position: Q1 2023 in Review

Baltimore-Washington Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 4,356 shares — an estimated $269K sold.

Baltimore-Washington Financial Advisors first reported a position in IEFA in Q4 2015 and held it in 29 quarters. The position peaked at $7.14M in Q1 2018. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 4,356 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $269K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 29 quarters.
  • Baltimore-Washington Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $7.14M in Q1 2018.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2023, filed 10 May 2023.