Burleson & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Burleson & Co’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 Q1	–	Sell	-308	Closed	-$23K	–	432
2021 Q4	$23K	Buy	+308	New	+$23.1K	﹤0.01%	222

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 $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burleson & Co's IEFA Position: Q1 2022 in Review

Burleson & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 308 shares — an estimated $23K sold.

Burleson & Co first reported a position in IEFA in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

Burleson & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Burleson & Co sold 308 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $23K.
Burleson & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
Burleson & Co's iShares Core MSCI EAFE ETF position peaked at $23K in Q4 2021.
1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.