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

Claris 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
Q4 		– Sell
-175
Closed -$13.7K – 570
2024
Q3 		$13.7K Buy
+175
New +$13.1K 0.01% 204

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Claris Advisors's IEFA Position: Q4 2024 in Review

Claris Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 175 shares — an estimated $13.7K sold.

Claris Advisors first reported a position in IEFA in Q3 2024 and held it in 1 quarter. The position peaked at $13.7K in Q3 2024. 2,004 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Claris Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 175 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $13.7K.
  • Claris Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's iShares Core MSCI EAFE ETF position peaked at $13.7K in Q3 2024.
  • 2,004 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.