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Buckingham Strategic Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$5.88M Sell
80,885
-1,191
-1% -$87.6K 0.06% 132
2024
Q1 		$6.09M Sell
82,076
-7,225
-8% -$514K 0.06% 133
2023
Q4 		$6.28M Buy
89,301
+39,050
+78% +$2.57M 0.07% 126
2023
Q3 		$3.23M Buy
50,251
+7,432
+17% +$498K 0.05% 165
2023
Q2 		$2.89M Buy
42,819
+2,375
+6% +$161K 0.04% 183
2023
Q1 		$2.49M Hold
40,444
– – 0.05% 163
2022
Q4 		$2.49M Sell
40,444
-1,456
-3% -$85.7K 0.05% 163
2022
Q3 		$2.21M Buy
41,900
+688
+2% +$40.5K 0.05% 167
2022
Q2 		$2.42M Sell
41,212
-10,234
-20% -$657K 0.05% 161
2022
Q1 		$3.58M Buy
51,446
+8,049
+19% +$569K 0.07% 130
2021
Q4 		$3.24M Sell
43,397
-257
-0.6% -$19.3K 0.06% 140
2021
Q3 		$3.24M Sell
43,654
-232
-0.5% -$17.6K 0.07% 138
2021
Q2 		$3.29M Buy
43,886
+6,960
+19% +$525K 0.08% 133
2021
Q1 		$2.66M Buy
36,926
+655
+2% +$46.8K 0.13% 128
2020
Q4 		$2.51M Buy
36,271
+5,463
+18% +$353K 0.13% 129
2020
Q3 		$1.86M Buy
30,808
+466
+2% +$28.1K 0.14% 120
2020
Q2 		$1.73M Sell
30,342
-39,802
-57% -$2.16M 0.16% 103
2020
Q1 		$3.5M Buy
70,144
+65,040
+1,274% +$3.87M 0.34% 63
2019
Q4 		$333K Buy
5,104
+1,370
+37% +$86.9K 0.03% 333
2019
Q3 		$228K Sell
3,734
-6,549
-64% -$395K 0.02% 377
2019
Q2 		$631K Buy
10,283
+3,995
+64% +$245K 0.07% 209
2019
Q1 		$382K Sell
6,288
-3,013
-32% -$178K 0.05% 272
2018
Q4 		$512K Buy
9,301
+4,389
+89% +$257K 0.08% 182
2018
Q3 		$315K Sell
4,912
-1,698
-26% -$108K 0.05% 262
2018
Q2 		$419K Buy
+6,610
New +$437K 0.07% 206

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Buckingham Strategic Wealth's IEFA Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2024, selling an estimated $87.6K and leaving 80,885 shares worth $5.88M. The position accounts for 0.06% of the portfolio, ranked #132.

Buckingham Strategic Wealth first reported a position in IEFA in Q2 2018 and has held it in 25 quarters since. The position peaked at $6.28M in Q4 2023. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Buckingham Strategic Wealth held 80,885 shares of iShares Core MSCI EAFE ETF worth $5.88M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,191 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $87.6K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #132 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 25 quarters since.
  • Buckingham Strategic Wealth's iShares Core MSCI EAFE ETF position peaked at $6.28M in Q4 2023.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.