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Benjamin F. Edwards & Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$641K Buy
8,828
+2,089
+31% +$154K 0.01% 633
2024
Q1 		$500K Buy
6,739
+4,690
+229% +$334K 0.01% 654
2023
Q4 		$144K Buy
2,049
+298
+17% +$19.6K ﹤0.01% 972
2023
Q3 		$113K Buy
1,751
+28
+2% +$1.88K ﹤0.01% 866
2023
Q2 		$116K Buy
1,723
+1,147
+199% +$77.8K ﹤0.01% 866
2023
Q1 		$39K Sell
576
-4,829
-89% -$317K ﹤0.01% 1151
2022
Q4 		$333K Buy
5,405
+61
+1% +$3.59K 0.02% 570
2022
Q3 		$281K Sell
5,344
-1,020
-16% -$60K 0.01% 568
2022
Q2 		$375K Sell
6,364
-1,109
-15% -$71.2K 0.02% 497
2022
Q1 		$519K Sell
7,473
-200
-3% -$14.1K 0.02% 459
2021
Q4 		$573K Buy
7,673
+15
+0.2% +$1.13K 0.03% 444
2021
Q3 		$569K Sell
7,658
-320
-4% -$24.3K 0.03% 429
2021
Q2 		$597K Sell
7,978
-2,762
-26% -$209K 0.03% 415
2021
Q1 		$774K Sell
10,740
-2,612
-20% -$187K 0.04% 373
2020
Q4 		$922K Buy
13,352
+8,236
+161% +$533K 0.05% 323
2020
Q3 		$308K Sell
5,116
-874
-15% -$52.7K 0.02% 497
2020
Q2 		$342K Sell
5,990
-921
-13% -$49.9K 0.02% 453
2020
Q1 		$345K Sell
6,911
-39,263
-85% -$2.34M 0.03% 386
2019
Q4 		$3.01M Buy
46,174
+36,849
+395% +$2.34M 0.21% 118
2019
Q3 		$569K Sell
9,325
-223
-2% -$13.5K 0.04% 335
2019
Q2 		$586K Sell
9,548
-347
-4% -$21.3K 0.05% 332
2019
Q1 		$601K Buy
9,895
+133
+1% +$7.85K 0.05% 302
2018
Q4 		$537K Sell
9,762
-36,553
-79% -$2.14M 0.06% 294
2018
Q3 		$2.97M Sell
46,315
-501
-1% -$31.9K 0.28% 86
2018
Q2 		$2.97M Sell
46,816
-7,568
-14% -$501K 0.29% 82
2018
Q1 		$3.58M Buy
54,384
+18,099
+50% +$1.22M 0.36% 65
2017
Q4 		$2.4M Buy
36,285
+499
+1% +$32.5K 0.25% 100
2017
Q3 		$2.3M Buy
35,786
+3,184
+10% +$199K 0.28% 86
2017
Q2 		$1.99M Buy
32,602
+2,073
+7% +$125K 0.26% 97
2017
Q1 		$1.77M Buy
30,529
+27,657
+963% +$1.55M 0.26% 90
2016
Q4 		$154K Buy
2,872
+2,022
+238% +$109K 0.03% 418
2016
Q3 		$47K Buy
850
+700
+467% +$37.8K 0.01% 551
2016
Q2 		$8K Buy
+150
New +$8.02K ﹤0.01% 840

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Benjamin F. Edwards & Company's IEFA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Core MSCI EAFE ETF (IEFA) stake by 31% in Q2 2024, buying an estimated $154K and bringing the position to 8,828 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #633.

Benjamin F. Edwards & Company first reported a position in IEFA in Q2 2016 and has held it in 33 quarters since. The position peaked at $3.58M in Q1 2018. 1,812 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Benjamin F. Edwards & Company held 8,828 shares of iShares Core MSCI EAFE ETF worth $641K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2,089 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $154K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #633 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 33 quarters since.
  • Benjamin F. Edwards & Company's iShares Core MSCI EAFE ETF position peaked at $3.58M in Q1 2018.
  • 1,812 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.