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CIC Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CIC Wealth’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
Q3 		$2.28M Buy
29,162
+551
+2% +$41.2K 0.59% 42
2024
Q2 		$2.08M Buy
28,611
+336
+1% +$24.7K 0.57% 45
2024
Q1 		$2.1M Sell
28,275
-4,544
-14% -$323K 0.61% 43
2023
Q4 		$2.31M Buy
32,819
+3,105
+10% +$205K 0.73% 34
2023
Q3 		$1.91M Buy
29,714
+704
+2% +$47.1K 0.69% 36
2023
Q2 		$1.96M Buy
29,010
+805
+3% +$54.6K 0.68% 37
2023
Q1 		$1.89M Buy
28,205
+3,554
+14% +$233K 0.71% 35
2022
Q4 		$1.52M Buy
+24,651
New +$1.45M 0.63% 42

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CIC Wealth's IEFA Position: Q3 2024 in Review

CIC Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q3 2024, buying an estimated $41.2K and bringing the position to 29,162 shares worth $2.28M. The position accounts for 0.59% of the portfolio, ranked #42.

CIC Wealth first reported a position in IEFA in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.31M in Q4 2023. 1,856 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • CIC Wealth held 29,162 shares of iShares Core MSCI EAFE ETF worth $2.28M as of Q3 2024.
  • CIC Wealth bought 551 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $41.2K.
  • iShares Core MSCI EAFE ETF made up 0.59% of CIC Wealth's portfolio in Q3 2024, its #42 holding.
  • CIC Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's iShares Core MSCI EAFE ETF position peaked at $2.31M in Q4 2023.
  • 1,856 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.