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Bromfield Sneider Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bromfield Sneider Wealth Advisors’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
2024
Q1 		$394K Hold
5,312
– – 0.24% 36
2023
Q4 		$374K Buy
5,312
+50
+1% +$3.3K 0.25% 30
2023
Q3 		$339K Hold
5,262
– – 0.26% 30
2023
Q2 		$355K Buy
5,262
+67
+1% +$4.54K 0.28% 27
2023
Q1 		$347K Hold
5,195
– – 0.29% 27
2022
Q4 		$320K Buy
5,195
+19
+0.4% +$1.12K 0.3% 26
2022
Q3 		$273K Hold
5,176
– – 0.32% 24
2022
Q2 		$305K Buy
5,176
+3,539
+216% +$227K 0.37% 22
2022
Q1 		$114K Buy
+1,637
New +$116K 0.12% 43

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return