CAM
IEFA icon

Chesapeake Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chesapeake Asset 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
Q1 		– Sell
-250
Closed -$17.6K – 369
2023
Q4 		$17.6K Sell
250
-105
-30% -$6.92K 0.02% 197
2023
Q3 		$22.8K Hold
355
– – 0.02% 192
2023
Q2 		$24K Buy
355
+162
+84% +$11K 0.02% 179
2023
Q1 		$12.9K Buy
+193
New +$12.7K 0.01% 224

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

Chesapeake Asset Management's IEFA Position: Q1 2024 in Review

Chesapeake Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 250 shares — an estimated $17.6K sold.

Chesapeake Asset Management first reported a position in IEFA in Q1 2023 and held it in 4 quarters. The position peaked at $24K in Q2 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Chesapeake Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Chesapeake Asset Management sold 250 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $17.6K.
  • Chesapeake Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 4 quarters.
  • Chesapeake Asset Management's iShares Core MSCI EAFE ETF position peaked at $24K in Q2 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.