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

Briggs Advisory Group’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
2023 Q3	$2.79M	Sell	43,431 -590	-1%	-$39.5K	1.6%	13
2023 Q2	$2.97M	Buy	44,021 +632	+1%	+$42.9K	1.66%	14
2023 Q1	$2.9M	Sell	43,389 -1,796	-4%	-$118K	1.72%	12
2022 Q4	$2.79M	Sell	45,185 -8,444	-16%	-$497K	1.77%	11
2022 Q3	$2.83M	Sell	53,629 -2,283	-4%	-$134K	2.12%	11
2022 Q2	$3.29M	Sell	55,912 -2,332	-4%	-$150K	2.4%	8
2022 Q1	$4.05M	Sell	58,244 -1,143	-2%	-$80.8K	2.69%	8
2021 Q4	$4.43M	Buy	+59,387	New	+$4.46M	3.02%	7

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Briggs Advisory Group's IEFA Position: Q3 2023 in Review

Briggs Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q3 2023, selling an estimated $39.5K and leaving 43,431 shares worth $2.79M. The position accounts for 1.6% of the portfolio, ranked #13.

Briggs Advisory Group first reported a position in IEFA in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.43M in Q4 2021. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Briggs Advisory Group held 43,431 shares of iShares Core MSCI EAFE ETF worth $2.79M as of Q3 2023.
Briggs Advisory Group sold 590 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $39.5K.
iShares Core MSCI EAFE ETF made up 1.6% of Briggs Advisory Group's portfolio in Q3 2023, its #13 holding.
Briggs Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares Core MSCI EAFE ETF position peaked at $4.43M in Q4 2021.
1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.