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

Cassady Schiller 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
2024
Q4 		$141K Sell
2,004
-544
-21% -$40.1K 0.05% 139
2024
Q3 		$199K Sell
2,548
-423
-14% -$31.7K 0.07% 119
2024
Q2 		$216K Hold
2,971
– – 0.09% 111
2024
Q1 		$221K Buy
2,971
+412
+16% +$29.3K 0.1% 110
2023
Q4 		$180K Hold
2,559
– – 0.09% 116
2023
Q3 		$165K Buy
2,559
+295
+13% +$19.8K 0.09% 115
2023
Q2 		$153K Sell
2,264
-39
-2% -$2.65K 0.08% 124
2023
Q1 		$154K Hold
2,303
– – 0.07% 118
2022
Q4 		$142K Sell
2,303
-1,564
-40% -$92K 0.09% 116
2022
Q3 		$204K Sell
3,867
-74
-2% -$4.35K 0.12% 100
2022
Q2 		$232K Buy
+3,941
New +$253K 0.12% 94
2022
Q1 		– Sell
-3,673
Closed -$274K – 332
2021
Q4 		$274K Buy
+3,673
New +$276K 0.16% 80

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cassady Schiller Wealth Management's IEFA Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q4 2024, selling an estimated $40.1K and leaving 2,004 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #139.

Cassady Schiller Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 12 quarters since. The position peaked at $274K in Q4 2021. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Cassady Schiller Wealth Management held 2,004 shares of iShares Core MSCI EAFE ETF worth $141K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 544 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $40.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #139 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
  • Cassady Schiller Wealth Management's iShares Core MSCI EAFE ETF position peaked at $274K in Q4 2021.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.