Bridgeworth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$297K Sell
4,218
-60
-1% -$3.96K 0.03% 144
2023
Q3
$275K Buy
4,278
+669
+19% +$44.8K 0.03% 135
2023
Q2
$244K Buy
+3,609
New +$245K 0.03% 148
2018
Q3
Sell
-2,737
Closed -$173K 308
2018
Q2
$173K Buy
+2,737
New +$181K 0.07% 148

Other funds holding IEFA

Bridgeworth's IEFA Position: Q4 2023 in Review

Bridgeworth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q4 2023, selling an estimated $3.96K and leaving 4,218 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #144.

Bridgeworth first reported a position in IEFA in Q2 2018 and has held it in 4 quarters since. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Bridgeworth held 4,218 shares of iShares Core MSCI EAFE ETF worth $297K as of Q4 2023.
  • Bridgeworth sold 60 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $3.96K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #144 holding.
  • Bridgeworth first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 4 quarters since.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.