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Braun-Bostich & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-3,973
Closed -$234K – 61
2022
Q2 		$234K Sell
3,973
-22,533
-85% -$1.45M 0.61% 58
2022
Q1 		$1.84M Buy
+26,506
New +$1.87M 3.96% 5
2021
Q4 		– Sell
-39,262
Closed -$2.92M – 125
2021
Q3 		$2.92M Buy
39,262
+1,672
+4% +$127K 5.49% 2
2021
Q2 		$2.81M Buy
37,590
+1,522
+4% +$115K 5.13% 2
2021
Q1 		$2.6M Buy
36,068
+7,180
+25% +$513K 5% 5
2020
Q4 		$2M Buy
+28,888
New +$1.87M 4.01% 5
2019
Q3 		– Sell
-854
Closed -$52K – 184
2019
Q2 		$52K Sell
854
-1,201
-58% -$73.6K 0.05% 190
2019
Q1 		$125K Sell
2,055
-12,690
-86% -$749K 0.13% 142
2018
Q4 		$811K Sell
14,745
-757
-5% -$44.4K 0.86% 27
2018
Q3 		$993K Buy
15,502
+1,565
+11% +$99.8K 0.96% 24
2018
Q2 		$883K Sell
13,937
-4,601
-25% -$305K 0.88% 28
2018
Q1 		$1.22M Sell
18,538
-2,515
-12% -$169K 1.06% 30
2017
Q4 		$1.39M Buy
+21,053
New +$1.37M 1.18% 26

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Braun-Bostich & Associates's IEFA Position: Q3 2022 in Review

Braun-Bostich & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 3,973 shares — an estimated $234K sold.

Braun-Bostich & Associates first reported a position in IEFA in Q4 2017 and held it in 13 quarters. The position peaked at $2.92M in Q3 2021. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Braun-Bostich & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,973 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $234K.
  • Braun-Bostich & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 13 quarters.
  • Braun-Bostich & Associates's iShares Core MSCI EAFE ETF position peaked at $2.92M in Q3 2021.
  • 1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Braun-Bostich & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.