Bridge Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bridge Advisory’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	-3,736	Closed	-$216K	–	118
2022 Q2	$216K	Buy	3,736 +482	+15%	+$30.9K	0.1%	110
2022 Q1	$226K	Sell	3,254 -354	-10%	-$25K	0.1%	88
2021 Q4	$269K	Buy	3,608 +603	+20%	+$45.3K	0.12%	85
2021 Q3	$223K	Buy	+3,005	New	+$229K	0.11%	78

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bridge Advisory's IEFA Position: Q3 2022 in Review

Bridge Advisory sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 3,736 shares — an estimated $216K sold.

Bridge Advisory first reported a position in IEFA in Q3 2021 and held it in 4 quarters. The position peaked at $269K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Bridge Advisory reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Bridge Advisory sold 3,736 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $216K.
Bridge Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and held it in 4 quarters.
Bridge Advisory's iShares Core MSCI EAFE ETF position peaked at $269K in Q4 2021.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Bridge Advisory's 13F filing for Q3 2022, filed 17 Oct 2022.