CYG
IEFA icon

Clean Yield Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Clean Yield Group’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
2022
Q3 		– Sell
-555
Closed -$33K – 465
2022
Q2 		$33K Sell
555
-796
-59% -$51.1K 0.01% 266
2022
Q1 		$94K Hold
1,351
– – 0.03% 199
2021
Q4 		$101K Hold
1,351
– – 0.03% 217
2021
Q3 		$100K Hold
1,351
– – 0.03% 213
2021
Q2 		$101K Buy
+1,351
New +$102K 0.03% 203
2021
Q1 		– Sell
-1,351
Closed -$93K – 247
2020
Q4 		$93K Buy
1,351
+1,151
+576% +$74.4K 0.03% 194
2020
Q3 		$12K Buy
+200
New +$12.1K ﹤0.01% 294

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clean Yield Group's IEFA Position: Q3 2022 in Review

Clean Yield Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 555 shares — an estimated $33K sold.

Clean Yield Group first reported a position in IEFA in Q3 2020 and held it in 7 quarters. The position peaked at $101K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Clean Yield Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Clean Yield Group sold 555 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $33K.
  • Clean Yield Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 7 quarters.
  • Clean Yield Group's iShares Core MSCI EAFE ETF position peaked at $101K in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Clean Yield Group's 13F filing for Q3 2022, filed 31 Oct 2022.