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

BCS 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
2023 Q1	–	Sell	-83,784	Closed	-$5.16M	–	178
2022 Q4	$5.16M	Hold	83,784	–	–	2.16%	8
2022 Q3	$4.41M	Buy	83,784 +83	+0.1%	+$4.88K	2.08%	9
2022 Q2	$4.93M	Hold	83,701	–	–	2.19%	9
2022 Q1	$5.82M	Sell	83,701 -188	-0.2%	-$13.3K	2.41%	6
2021 Q4	$6.26M	Buy	83,889 +105	+0.1%	+$7.89K	2.25%	7
2021 Q3	$6.22M	Buy	83,784 +216	+0.3%	+$16.4K	2.64%	7
2021 Q2	$6.26M	Buy	83,568 +428	+0.5%	+$32.3K	3.33%	6
2021 Q1	$5.99M	Hold	83,140	–	–	2.84%	7
2020 Q4	$5.74M	Hold	83,140	–	–	2.98%	7
2020 Q3	$5.01M	Hold	83,140	–	–	2.83%	8
2020 Q2	$4.75M	Sell	83,140 -75	-0.1%	-$4.06K	2.85%	8
2020 Q1	$4.15M	Hold	83,215	–	–	2.91%	9
2019 Q4	$5.43M	Buy	+83,215	New	+$5.28M	3.62%	7

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCS Wealth Management's IEFA Position: Q1 2023 in Review

BCS Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 83,784 shares — an estimated $5.16M sold.

BCS Wealth Management first reported a position in IEFA in Q4 2019 and held it in 13 quarters. The position peaked at $6.26M in Q4 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

BCS Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
BCS Wealth Management sold 83,784 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $5.16M.
BCS Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 13 quarters.
BCS Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.26M in Q4 2021.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on BCS Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.