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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IEFA Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2024 at 5,312 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #36.

Bromfield Sneider Wealth Advisors first reported a position in IEFA in Q1 2022 and has held it in 9 quarters since. 1,788 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Bromfield Sneider Wealth Advisors held 5,312 shares of iShares Core MSCI EAFE ETF worth $394K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2024.
iShares Core MSCI EAFE ETF made up 0.24% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #36 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 9 quarters since.
1,788 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.