BTR Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BTR Capital 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
2022 Q3	$237K	Buy	+4,499	New	+$265K	0.04%	146

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 $424B AUM 22.94% 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

BTR Capital Management's IEFA Position: Q3 2022 in Review

BTR Capital Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2022: 4,499 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

BTR Capital Management held 4,499 shares of iShares Core MSCI EAFE ETF worth $237K as of Q3 2022.
iShares Core MSCI EAFE ETF was a new BTR Capital Management position in Q3 2022.
iShares Core MSCI EAFE ETF made up 0.04% of BTR Capital Management's portfolio in Q3 2022, its #146 holding.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.