CWA
IEFA icon

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

Clearview Wealth 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
2023
Q3 		– Sell
-50
Closed -$3.4K – 350
2023
Q2 		$3.4K Buy
50
+1
+2% +$68 ﹤0.01% 469
2023
Q1 		$3.31K Sell
49
-70
-59% -$4.59K ﹤0.01% 471
2022
Q4 		$7.35K Buy
119
+1
+0.8% +$59 0.01% 361
2022
Q3 		$6K Sell
118
-19
-14% -$1.12K ﹤0.01% 391
2022
Q2 		$8K Buy
137
+3
+2% +$192 0.01% 387
2022
Q1 		$9K Hold
134
– – 0.01% 397
2021
Q4 		$10K Buy
134
+2
+2% +$150 0.01% 417
2021
Q3 		$10K Hold
132
– – 0.01% 422
2021
Q2 		$10K Sell
132
-1,821
-93% -$137K 0.01% 424
2021
Q1 		$141K Buy
1,953
+272
+16% +$19.4K 0.09% 136
2020
Q4 		$116K Buy
+1,681
New +$109K 0.08% 130

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearview Wealth Advisors's IEFA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 50 shares — an estimated $3.4K sold.

Clearview Wealth Advisors first reported a position in IEFA in Q4 2020 and held it in 11 quarters. The position peaked at $141K in Q1 2021. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $3.4K.
  • Clearview Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $141K in Q1 2021.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.