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Carmichael Hill & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Carmichael Hill & Associates’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
Q3 		$78.3K Sell
1,003
-225
-18% -$16.8K 0.03% 299
2024
Q2 		$89.2K Sell
1,228
-13
-1% -$957 0.04% 255
2024
Q1 		$92.1K Hold
1,241
– – 0.04% 260
2023
Q4 		$87.3K Buy
1,241
+313
+34% +$20.6K 0.04% 264
2023
Q3 		$59.7K Hold
928
– – 0.03% 303
2023
Q2 		$62.6K Hold
928
– – 0.03% 306
2023
Q1 		$62K Buy
928
+25
+3% +$1.64K 0.03% 285
2022
Q4 		$55.7K Hold
903
– – 0.03% 317
2022
Q3 		$48K Hold
903
– – 0.03% 331
2022
Q2 		$53K Buy
903
+238
+36% +$15.3K 0.03% 318
2022
Q1 		$46K Buy
665
+23
+4% +$1.63K 0.02% 377
2021
Q4 		$48K Buy
642
+121
+23% +$9.09K 0.02% 375
2021
Q3 		$39K Buy
521
+65
+14% +$4.95K 0.02% 404
2021
Q2 		$34K Buy
456
+369
+424% +$27.9K 0.02% 428
2021
Q1 		$6K Hold
87
– – ﹤0.01% 635
2020
Q4 		$6K Sell
87
-12
-12% -$776 ﹤0.01% 610
2020
Q3 		$6K Hold
99
– – ﹤0.01% 578
2020
Q2 		$6K Hold
99
– – ﹤0.01% 543
2020
Q1 		$5K Hold
99
– – ﹤0.01% 528
2019
Q4 		$6K Buy
+99
New +$6.28K ﹤0.01% 537

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Carmichael Hill & Associates's IEFA Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q3 2024, selling an estimated $16.8K and leaving 1,003 shares worth $78.3K. The position accounts for 0.03% of the portfolio, ranked #299.

Carmichael Hill & Associates first reported a position in IEFA in Q4 2019 and has held it in 20 quarters since. The position peaked at $92.1K in Q1 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Carmichael Hill & Associates held 1,003 shares of iShares Core MSCI EAFE ETF worth $78.3K as of Q3 2024.
  • Carmichael Hill & Associates sold 225 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $16.8K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #299 holding.
  • Carmichael Hill & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's iShares Core MSCI EAFE ETF position peaked at $92.1K in Q1 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.