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

BMS Financial 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 		$533K Buy
7,894
+34
+0.4% +$2.31K 0.35% 48
2023
Q1 		$525K Buy
+7,860
New +$515K 0.36% 65
2022
Q4 		– Sell
-6,013
Closed -$317K – 106
2022
Q3 		$317K Buy
+6,013
New +$354K 0.22% 87
2022
Q2 		– Sell
-3,429
Closed -$238K – 105
2022
Q1 		$238K Buy
+3,429
New +$243K 0.15% 99

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

BMS Financial Advisors's IEFA Position: Q2 2023 in Review

BMS Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.43% in Q2 2023, buying an estimated $2.31K and bringing the position to 7,894 shares worth $533K. The position accounts for 0.35% of the portfolio, ranked #48.

BMS Financial Advisors first reported a position in IEFA in Q1 2022 and has held it in 4 quarters since. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • BMS Financial Advisors held 7,894 shares of iShares Core MSCI EAFE ETF worth $533K as of Q2 2023.
  • BMS Financial Advisors bought 34 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $2.31K.
  • iShares Core MSCI EAFE ETF made up 0.35% of BMS Financial Advisors's portfolio in Q2 2023, its #48 holding.
  • BMS Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 4 quarters since.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.