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Charles D. Hyman’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Charles D. Hyman’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
Q2 		$305K Buy
4,194
+27
+0.6% +$1.99K 0.02% 200
2024
Q1 		$309K Hold
4,167
– – 0.02% 206
2023
Q4 		$293K Buy
4,167
+175
+4% +$11.5K 0.02% 207
2023
Q3 		$257K Hold
3,992
– – 0.02% 208
2023
Q2 		$269K Hold
3,992
– – 0.02% 210
2023
Q1 		$267K Hold
3,992
– – 0.02% 211
2022
Q4 		$246K Buy
3,992
+176
+5% +$10.4K 0.02% 210
2022
Q3 		$201K Buy
+3,816
New +$224K 0.02% 228

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles D. Hyman's IEFA Position: Q2 2024 in Review

Charles D. Hyman increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.65% in Q2 2024, buying an estimated $1.99K and bringing the position to 4,194 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #200.

Charles D. Hyman first reported a position in IEFA in Q3 2022 and has held it in 8 quarters since. The position peaked at $309K in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Charles D. Hyman held 4,194 shares of iShares Core MSCI EAFE ETF worth $305K as of Q2 2024.
  • Charles D. Hyman bought 27 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $1.99K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #200 holding.
  • Charles D. Hyman first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 8 quarters since.
  • Charles D. Hyman's iShares Core MSCI EAFE ETF position peaked at $309K in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.