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

Bison Wealth’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
Q4 		$899K Sell
12,788
-3,129
-20% -$231K 0.2% 101
2024
Q3 		$1.24M Buy
15,917
+3,922
+33% +$294K 0.2% 121
2024
Q2 		$890K Hold
11,995
– – 0.14% 152
2024
Q1 		$890K Buy
11,995
+1,337
+13% +$95.2K 0.14% 152
2023
Q4 		$750K Sell
10,658
-93
-0.9% -$6.13K 0.13% 172
2023
Q3 		$692K Buy
10,751
+2,497
+30% +$167K 0.13% 166
2023
Q2 		$557K Buy
+8,254
New +$560K 0.1% 196
2022
Q2 		– Sell
-15,742
Closed -$1.09M – 343
2022
Q1 		$1.09M Buy
+15,742
New +$1.11M 0.56% 48
2021
Q4 		– Sell
-4,963
Closed -$369K – 399
2021
Q3 		$369K Sell
4,963
-461
-8% -$35.1K 0.17% 151
2021
Q2 		$406K Sell
5,424
-1,009
-16% -$76.2K 0.18% 146
2021
Q1 		$463K Hold
6,433
– – 0.2% 133
2020
Q4 		$444K Buy
6,433
+442
+7% +$28.6K 0.21% 119
2020
Q3 		$361K Sell
5,991
-209
-3% -$12.6K 0.21% 115
2020
Q2 		$354K Sell
6,200
-8,454
-58% -$458K 0.22% 113
2020
Q1 		$731K Buy
14,654
+448
+3% +$26.7K 0.53% 55
2019
Q4 		$927K Buy
14,206
+10,477
+281% +$665K 0.44% 62
2019
Q3 		$228K Hold
3,729
– – 0.13% 189
2019
Q2 		$229K Buy
+3,729
New +$228K 0.13% 191

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bison Wealth's IEFA Position: Q4 2024 in Review

Bison Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q4 2024, selling an estimated $231K and leaving 12,788 shares worth $899K. The position accounts for 0.2% of the portfolio, ranked #101.

Bison Wealth first reported a position in IEFA in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.24M in Q3 2024. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Bison Wealth held 12,788 shares of iShares Core MSCI EAFE ETF worth $899K as of Q4 2024.
  • Bison Wealth sold 3,129 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $231K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Bison Wealth's portfolio in Q4 2024, its #101 holding.
  • Bison Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 18 quarters since.
  • Bison Wealth's iShares Core MSCI EAFE ETF position peaked at $1.24M in Q3 2024.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.