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

Capital Wealth 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
2023
Q1 		– Sell
-41,643
Closed -$2.57M – 52
2022
Q4 		$2.57M Buy
41,643
+1,599
+4% +$94.1K 1.74% 20
2022
Q3 		$2.11M Buy
40,044
+331
+0.8% +$19.5K 1.63% 20
2022
Q2 		$2.34M Sell
39,713
-26
-0.1% -$1.67K 1.73% 20
2022
Q1 		$2.76M Buy
39,739
+350
+0.9% +$24.8K 1.86% 20
2021
Q4 		$2.94M Buy
39,389
+15,996
+68% +$1.2M 2.06% 17
2021
Q3 		$1.74M Sell
23,393
-983
-4% -$74.8K 1.34% 22
2021
Q2 		$1.82M Sell
24,376
-325
-1% -$24.5K 1.34% 20
2021
Q1 		$1.78M Buy
24,701
+3,885
+19% +$278K 1.41% 21
2020
Q4 		$1.44M Buy
20,816
+3,210
+18% +$208K 1.24% 23
2020
Q3 		$1.06M Buy
17,606
+6,075
+53% +$366K 1.07% 23
2020
Q2 		$659K Buy
11,531
+1,462
+15% +$79.2K 0.7% 25
2020
Q1 		$502K Buy
10,069
+3,681
+58% +$219K 0.63% 23
2019
Q4 		$417K Buy
+6,388
New +$405K 0.43% 22

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital Wealth Management's IEFA Position: Q1 2023 in Review

Capital Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 41,643 shares — an estimated $2.57M sold.

Capital Wealth Management first reported a position in IEFA in Q4 2019 and held it in 13 quarters. The position peaked at $2.94M in Q4 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Capital Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Wealth Management sold 41,643 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $2.57M.
  • Capital Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 13 quarters.
  • Capital Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.94M in Q4 2021.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Capital Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.