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

Brightworth’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	$1.63M	Sell	31,020 -177	-0.6%	-$10.4K	0.18%	61
2022 Q2	$1.84M	Buy	31,197 +7,716	+33%	+$495K	0.2%	59
2022 Q1	$1.63M	Buy	23,481 +4,218	+22%	+$298K	0.17%	58
2021 Q4	$1.44M	Buy	19,263 +13,337	+225%	+$1M	0.13%	61
2021 Q3	$440K	Buy	+5,926	New	+$451K	0.04%	84
2019 Q1	–	Sell	-23,574	Closed	-$1.3M	–	96
2018 Q4	$1.3M	Buy	+23,574	New	+$1.38M	0.3%	46
2017 Q4	–	Sell	-4,500	Closed	-$289K	–	126
2017 Q3	$289K	Buy	+4,500	New	+$282K	0.07%	98

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

Brightworth's IEFA Position: Q3 2022 in Review

Brightworth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.57% in Q3 2022, selling an estimated $10.4K and leaving 31,020 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #61.

Brightworth first reported a position in IEFA in Q3 2017 and has held it in 7 quarters since. The position peaked at $1.84M in Q2 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Brightworth held 31,020 shares of iShares Core MSCI EAFE ETF worth $1.63M as of Q3 2022.
Brightworth sold 177 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $10.4K.
iShares Core MSCI EAFE ETF made up 0.18% of Brightworth's portfolio in Q3 2022, its #61 holding.
Brightworth first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 7 quarters since.
Brightworth's iShares Core MSCI EAFE ETF position peaked at $1.84M in Q2 2022.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.