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BDO Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BDO Wealth 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
Q2 		$57.9M Sell
858,103
-8,326
-1% -$565K 6.64% 1
2023
Q1 		$57.9M Buy
866,429
+33,570
+4% +$2.2M 7.1% 1
2022
Q4 		$51.3M Sell
832,859
-248,002
-23% -$14.6M 6.38% 1
2022
Q3 		$56.9M Sell
1,080,861
-38,042
-3% -$2.24M 7.57% 1
2022
Q2 		$65.8M Buy
1,118,903
+52,216
+5% +$3.35M 8.1% 1
2022
Q1 		$74.1M Buy
1,066,687
+110,117
+12% +$7.79M 7.92% 1
2021
Q4 		$71.4M Sell
956,570
-6,373
-0.7% -$479K 7.56% 1
2021
Q3 		$71.5M Buy
962,943
+94,684
+11% +$7.2M 7.87% 1
2021
Q2 		$65M Buy
868,259
+44,373
+5% +$3.35M 7.2% 1
2021
Q1 		$59.4M Buy
823,886
+65,703
+9% +$4.7M 7% 1
2020
Q4 		$52.4M Buy
758,183
+47,134
+7% +$3.05M 7.37% 1
2020
Q3 		$42.9M Buy
711,049
+28,852
+4% +$1.74M 6.98% 1
2020
Q2 		$39M Buy
682,197
+60,878
+10% +$3.3M 6.85% 1
2020
Q1 		$31M Buy
621,319
+315,402
+103% +$18.8M 6.26% 1
2019
Q4 		$20M Sell
305,917
-15,512
-5% -$984K 5.15% 2
2019
Q3 		$19.6M Buy
321,429
+68,246
+27% +$4.12M 5.03% 4
2019
Q2 		$15.5M Buy
253,183
+36,037
+17% +$2.21M 4.23% 4
2019
Q1 		$13.2M Buy
217,146
+39,880
+22% +$2.35M 3.83% 6
2018
Q4 		$9.75M Sell
177,266
-2,840
-2% -$167K 3.36% 7
2018
Q3 		$11.5M Buy
180,106
+10,625
+6% +$677K 3.73% 6
2018
Q2 		$10.7M Buy
169,481
+19,698
+13% +$1.3M 3.66% 6
2018
Q1 		$9.87M Buy
149,783
+1,263
+0.9% +$84.8K 3.7% 6
2017
Q4 		$9.82M Buy
148,520
+11,725
+9% +$764K 4.41% 6
2017
Q3 		$8.78M Buy
136,795
+7,163
+6% +$448K 4.35% 6
2017
Q2 		$7.89M Buy
+129,632
New +$7.82M 3.45% 6

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

BDO Wealth Advisors's IEFA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.96% in Q2 2023, selling an estimated $565K and leaving 858,103 shares worth $57.9M. The position accounts for 6.64% of the portfolio, ranked #1.

BDO Wealth Advisors first reported a position in IEFA in Q2 2017 and has held it in 25 quarters since. The position peaked at $74.1M in Q1 2022. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • BDO Wealth Advisors held 858,103 shares of iShares Core MSCI EAFE ETF worth $57.9M as of Q2 2023.
  • BDO Wealth Advisors sold 8,326 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $565K.
  • iShares Core MSCI EAFE ETF made up 6.64% of BDO Wealth Advisors's portfolio in Q2 2023, its #1 holding.
  • BDO Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $74.1M in Q1 2022.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.