Brophy Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brophy Wealth Management’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 Q3	$563K	Buy	+7,213	New	+$540K	0.2%	114

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brophy Wealth Management's IEFA Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2024: 7,213 shares worth $563K. The stake represents 0.2% of the portfolio and ranks #114 among its holdings.

1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

Brophy Wealth Management held 7,213 shares of iShares Core MSCI EAFE ETF worth $563K as of Q3 2024.
iShares Core MSCI EAFE ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Core MSCI EAFE ETF made up 0.2% of Brophy Wealth Management's portfolio in Q3 2024, its #114 holding.
1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.