Chevy Chase Trust
IEFA icon

Chevy Chase Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chevy Chase Trust’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 		– Sell
-4,740
Closed -$370K – 636
2024
Q3 		$370K Buy
+4,740
New +$355K ﹤0.01% 593
2023
Q2 		– Sell
-5,066
Closed -$339K – 628
2023
Q1 		$339K Buy
+5,066
New +$332K ﹤0.01% 603
2022
Q4 		– Sell
-18,629
Closed -$981K – 650
2022
Q3 		$981K Hold
18,629
– – ﹤0.01% 564
2022
Q2 		$1.1M Hold
18,629
– – ﹤0.01% 563
2022
Q1 		$1.29M Sell
18,629
-545
-3% -$38.6K ﹤0.01% 563
2021
Q4 		$1.43M Buy
19,174
+570
+3% +$42.8K ﹤0.01% 572
2021
Q3 		$1.38M Sell
18,604
-3,383
-15% -$257K ﹤0.01% 566
2021
Q2 		$1.65M Sell
21,987
-163
-0.7% -$12.3K 0.01% 563
2021
Q1 		$1.59M Buy
22,150
+1,992
+10% +$142K 0.01% 560
2020
Q4 		$1.39M Buy
20,158
+350
+2% +$22.6K 0.01% 558
2020
Q3 		$1.19M Buy
19,808
+2,355
+13% +$142K ﹤0.01% 560
2020
Q2 		$998K Hold
17,453
– – ﹤0.01% 563
2020
Q1 		$871K Sell
17,453
-1,431
-8% -$85.2K ﹤0.01% 560
2019
Q4 		$1.23M Buy
+18,884
New +$1.2M ﹤0.01% 578
2019
Q1 		– Sell
-4,408
Closed -$242K – 677
2018
Q4 		$242K Buy
4,408
+3,426
+349% +$201K ﹤0.01% 640
2018
Q3 		$63K Hold
982
– – ﹤0.01% 656
2018
Q2 		$62K Buy
+982
New +$65K ﹤0.01% 666

Other funds holding IEFA

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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

Chevy Chase Trust's IEFA Position: Q4 2024 in Review

Chevy Chase Trust sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 4,740 shares — an estimated $370K sold.

Chevy Chase Trust first reported a position in IEFA in Q2 2018 and held it in 17 quarters. The position peaked at $1.65M in Q2 2021. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Chevy Chase Trust reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Chevy Chase Trust sold 4,740 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $370K.
  • Chevy Chase Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 17 quarters.
  • Chevy Chase Trust's iShares Core MSCI EAFE ETF position peaked at $1.65M in Q2 2021.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Chevy Chase Trust's 13F filing for Q4 2024, filed 30 Jan 2025.