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Boenning & Scattergood’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Boenning & Scattergood’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
Q4 		$344K Buy
4,949
+175
+4% +$10.3K 0.06% 301
2022
Q3 		$251K Sell
4,774
-69
-1% -$4.06K 0.05% 316
2022
Q2 		$285K Sell
4,843
-106
-2% -$6.8K 0.05% 301
2022
Q1 		$344K Buy
4,949
+2,025
+69% +$143K 0.06% 301
2021
Q4 		$218K Buy
2,924
+182
+7% +$13.7K 0.03% 364
2021
Q3 		$203K Buy
+2,742
New +$209K 0.04% 359

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Boenning & Scattergood's IEFA Position: Q4 2022 in Review

Boenning & Scattergood increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q4 2022, buying an estimated $10.3K and bringing the position to 4,949 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #301.

Boenning & Scattergood first reported a position in IEFA in Q3 2021 and has held it in 6 quarters since. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Boenning & Scattergood held 4,949 shares of iShares Core MSCI EAFE ETF worth $344K as of Q4 2022.
  • Boenning & Scattergood bought 175 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $10.3K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Boenning & Scattergood's portfolio in Q4 2022, its #301 holding.
  • Boenning & Scattergood first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 6 quarters since.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.