Caitlin John’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Caitlin John’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	–	Sell	-4	Closed	-$309	–	911
2023 Q4	$309	Buy	+4	New	+$264	﹤0.01%	828

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caitlin John's IEFA Position: Q1 2024 in Review

Caitlin John sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 4 shares — an estimated $309 sold.

Caitlin John first reported a position in IEFA in Q4 2023 and held it in 1 quarter. The position peaked at $309 in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Caitlin John reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Caitlin John sold 4 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $309.
Caitlin John first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
Caitlin John's iShares Core MSCI EAFE ETF position peaked at $309 in Q4 2023.
1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.