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

Cetera 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 		$42.3M Buy
569,272
+222,039
+64% +$15.8M 0.33% 55
2023
Q4 		$24.4M Buy
347,233
+6,949
+2% +$458K 0.34% 67
2023
Q3 		$21.9M Buy
340,284
+52,154
+18% +$3.49M 0.34% 60
2023
Q2 		$19.4M Buy
288,130
+67,547
+31% +$4.58M 0.31% 74
2023
Q1 		$14.7M Buy
220,583
+12,484
+6% +$818K 0.25% 93
2022
Q4 		$12.8M Buy
208,099
+45,569
+28% +$2.68M 0.23% 99
2022
Q3 		$8.56M Sell
162,530
-46,069
-22% -$2.71M 0.23% 100
2022
Q2 		$12.3M Sell
208,599
-6,833
-3% -$438K 0.28% 78
2022
Q1 		$15M Buy
215,432
+1,031
+0.5% +$72.9K 0.3% 71
2021
Q4 		$16M Sell
214,401
-44,727
-17% -$3.36M 0.32% 59
2021
Q3 		$19.2M Buy
259,128
+56,987
+28% +$4.34M 0.37% 52
2021
Q2 		$15.1M Buy
202,141
+9,510
+5% +$718K 0.36% 56
2021
Q1 		$13.9M Sell
192,631
-10,133
-5% -$724K 0.38% 49
2020
Q4 		$14M Buy
202,764
+7,221
+4% +$467K 0.45% 44
2020
Q3 		$11.8M Sell
195,543
-15,340
-7% -$925K 0.44% 42
2020
Q2 		$12.1M Sell
210,883
-28,962
-12% -$1.57M 0.51% 26
2020
Q1 		$11.9M Sell
239,845
-2,970
-1% -$177K 0.64% 22
2019
Q4 		$15.9M Sell
242,815
-28,879
-11% -$1.83M 0.68% 24
2019
Q3 		$16.6M Buy
271,694
+1,989
+0.7% +$120K 0.73% 21
2019
Q2 		$16.6M Sell
269,705
-8,848
-3% -$542K 0.74% 21
2019
Q1 		$16.9M Sell
278,553
-54,902
-16% -$3.24M 0.84% 18
2018
Q4 		$18.4M Sell
333,455
-5,447
-2% -$319K 1.07% 14
2018
Q3 		$21.7M Buy
338,902
+22,425
+7% +$1.43M 1.06% 14
2018
Q2 		$20.1M Buy
316,477
+37,729
+14% +$2.5M 1.16% 13
2018
Q1 		$18.4M Buy
278,748
+10,233
+4% +$687K 1.11% 12
2017
Q4 		$17.7M Sell
268,515
-1,738
-0.6% -$113K 1.08% 12
2017
Q3 		$17.3M Sell
270,253
-57
-0% -$3.57K 1.04% 12
2017
Q2 		$16.5M Buy
270,310
+13,178
+5% +$795K 1.03% 14
2017
Q1 		$14.9M Buy
257,132
+11,263
+5% +$633K 0.99% 14
2016
Q4 		$13.2M Buy
245,869
+6,578
+3% +$353K 0.99% 16
2016
Q3 		$13.2M Buy
239,291
+8,085
+3% +$436K 1.01% 14
2016
Q2 		$12M Buy
231,206
+32,711
+16% +$1.75M 0.93% 17
2016
Q1 		$10.6M Sell
198,495
-11,320
-5% -$577K 0.88% 18
2015
Q4 		$11.4M Buy
209,815
+1,377
+0.7% +$76.4K 0.97% 15
2015
Q3 		$11M Buy
208,438
+20,255
+11% +$1.15M 1.05% 16
2015
Q2 		$11M Buy
188,183
+31,894
+20% +$1.94M 0.94% 15
2015
Q1 		$9.15M Buy
156,289
+17,800
+13% +$1.02M 0.84% 17
2014
Q4 		$7.66M Buy
138,489
+18,054
+15% +$1.02M 0.75% 19
2014
Q3 		$7.01M Buy
120,435
+47,472
+65% +$2.88M 0.53% 23
2014
Q2 		$4.54M Buy
72,963
+19,361
+36% +$1.2M 0.51% 38
2014
Q1 		$3.27M Buy
53,602
+38,822
+263% +$2.33M 0.45% 47
2013
Q4 		$898K Buy
14,780
+9,680
+190% +$572K 0.13% 180
2013
Q3 		$294K Buy
+5,100
New +$281K 0.05% 327

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors's IEFA Position: Q1 2024 in Review

Cetera Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 64% in Q1 2024, buying an estimated $15.8M and bringing the position to 569,272 shares worth $42.3M. The position accounts for 0.33% of the portfolio, ranked #55.

Cetera Advisors first reported a position in IEFA in Q3 2013 and has held it in 43 quarters since. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Cetera Advisors held 569,272 shares of iShares Core MSCI EAFE ETF worth $42.3M as of Q1 2024.
  • Cetera Advisors bought 222,039 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $15.8M.
  • iShares Core MSCI EAFE ETF made up 0.33% of Cetera Advisors's portfolio in Q1 2024, its #55 holding.
  • Cetera Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and has held it in 43 quarters since.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.