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

Clear Point 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
-1,632
Closed -$127K – 310
2024
Q3 		$127K Hold
1,632
– – 0.1% 133
2024
Q2 		$119K Buy
1,632
+21
+1% +$1.54K 0.1% 135
2024
Q1 		$120K Sell
1,611
-336
-17% -$23.9K 0.1% 136
2023
Q4 		$137K Buy
+1,947
New +$128K 0.12% 123

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
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

Clear Point Advisors's IEFA Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 1,632 shares — an estimated $127K sold.

Clear Point Advisors first reported a position in IEFA in Q4 2023 and held it in 4 quarters. The position peaked at $137K in Q4 2023. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,632 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $127K.
  • Clear Point Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares Core MSCI EAFE ETF position peaked at $137K in Q4 2023.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.