CastleKeep Investment Advisors
IEFA icon

CastleKeep Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CastleKeep Investment Advisors’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
-3,231
Closed -$227K – 101
2023
Q4 		$227K Buy
+3,231
New +$213K 0.16% 96

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CastleKeep Investment Advisors's IEFA Position: Q1 2024 in Review

CastleKeep Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 3,231 shares — an estimated $227K sold.

CastleKeep Investment Advisors first reported a position in IEFA in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • CastleKeep Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 3,231 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $227K.
  • CastleKeep Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • CastleKeep Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $227K in Q4 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2024, filed 14 Feb 2025.