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Benedetti & Gucer’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Benedetti & Gucer’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
Q1 		$2.59M Buy
34,934
+1,765
+5% +$126K 1.29% 17
2023
Q4 		$2.33M Buy
33,169
+2,680
+9% +$177K 1.22% 19
2023
Q3 		$1.96M Buy
30,489
+2,193
+8% +$147K 1.07% 19
2023
Q2 		$1.91M Sell
28,296
-662
-2% -$44.9K 0.98% 19
2023
Q1 		$1.94M Buy
28,958
+875
+3% +$57.4K 1.11% 18
2022
Q4 		$1.73M Sell
28,083
-1,628
-5% -$95.8K 1.27% 17
2022
Q3 		$1.56M Sell
29,711
-1,429
-5% -$84K 1.23% 17
2022
Q2 		$1.85M Buy
31,140
+1,534
+5% +$98.4K 1.25% 22
2022
Q1 		$2.06M Buy
29,606
+1,076
+4% +$76.1K 1.38% 18
2021
Q4 		$2.13M Buy
28,530
+715
+3% +$53.7K 1.44% 17
2021
Q3 		$2.06M Sell
27,815
-563
-2% -$42.8K 1.57% 15
2021
Q2 		$2.12M Buy
28,378
+1,374
+5% +$104K 1.91% 10
2021
Q1 		$1.95M Buy
+27,004
New +$1.93M 1.79% 11

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Benedetti & Gucer's IEFA Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q1 2024, buying an estimated $126K and bringing the position to 34,934 shares worth $2.59M. The position accounts for 1.29% of the portfolio, ranked #17.

Benedetti & Gucer first reported a position in IEFA in Q1 2021 and has held it in 13 quarters since. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Benedetti & Gucer held 34,934 shares of iShares Core MSCI EAFE ETF worth $2.59M as of Q1 2024.
  • Benedetti & Gucer bought 1,765 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $126K.
  • iShares Core MSCI EAFE ETF made up 1.29% of Benedetti & Gucer's portfolio in Q1 2024, its #17 holding.
  • Benedetti & Gucer first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 13 quarters since.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.