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

Benchmark Financial 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
2022 Q3	–	Sell	-4,371	Closed	-$257K	–	71
2022 Q2	$257K	Sell	4,371 -1,165	-21%	-$74.7K	0.13%	55
2022 Q1	$385K	Buy	5,536 +3	+0.1%	+$212	0.16%	46
2021 Q4	$413K	Buy	5,533 +38	+0.7%	+$2.86K	0.17%	45
2021 Q3	$408K	Hold	5,495	–	–	0.19%	44
2021 Q2	$411K	Buy	5,495 +801	+17%	+$60.5K	0.2%	43
2021 Q1	$338K	Buy	4,694 +698	+17%	+$49.9K	0.18%	42
2020 Q4	$276K	Buy	+3,996	New	+$258K	0.15%	50

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Benchmark Financial Wealth Advisors's IEFA Position: Q3 2022 in Review

Benchmark Financial Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 4,371 shares — an estimated $257K sold.

Benchmark Financial Wealth Advisors first reported a position in IEFA in Q4 2020 and held it in 7 quarters. The position peaked at $413K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Benchmark Financial Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 4,371 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $257K.
Benchmark Financial Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 7 quarters.
Benchmark Financial Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $413K in Q4 2021.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.