Canton Hathaway’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Canton Hathaway’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	–	Sell	-424	Closed	-$25K	–	244
2022 Q2	$25K	Buy	+424	New	+$27.2K	0.01%	227
2022 Q1	–	Sell	-424	Closed	-$32K	–	259
2021 Q4	$32K	Hold	424	–	–	0.01%	230
2021 Q3	$31K	Sell	424 -210	-33%	-$16K	0.01%	230
2021 Q2	$47K	Buy	+634	New	+$47.9K	0.01%	162
2021 Q1	–	Sell	-2,951	Closed	-$204K	–	337
2020 Q4	$204K	Buy	+2,951	New	+$191K	0.07%	111
2020 Q3	–	Sell	-299	Closed	-$17K	–	289
2020 Q2	$17K	Hold	299	–	–	0.01%	137
2020 Q1	$15K	Hold	299	–	–	0.01%	131
2019 Q4	$20K	Hold	299	–	–	0.01%	169
2019 Q3	$18K	Sell	299 -750	-71%	-$45.3K	0.01%	173
2019 Q2	$64K	Buy	+1,049	New	+$64.3K	0.04%	112
2018 Q4	–	Sell	-805	Closed	-$52K	–	185
2018 Q3	$52K	Buy	+805	New	+$51.3K	0.03%	101

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

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

Canton Hathaway's IEFA Position: Q3 2022 in Review

Canton Hathaway sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 424 shares — an estimated $25K sold.

Canton Hathaway first reported a position in IEFA in Q3 2018 and held it in 11 quarters. The position peaked at $204K in Q4 2020. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Canton Hathaway reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Canton Hathaway sold 424 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $25K.
Canton Hathaway first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 11 quarters.
Canton Hathaway's iShares Core MSCI EAFE ETF position peaked at $204K in Q4 2020.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Canton Hathaway's 13F filing for Q3 2022, filed 17 Oct 2022.