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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 1,412 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.
  • 1,412 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.