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Client First Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Client First Capital’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
Q1 		– Sell
-68,549
Closed -$4.23M – 23
2022
Q4 		$4.23M Sell
68,549
-5,433
-7% -$320K 3.31% 13
2022
Q3 		$3.9M Sell
73,982
-28,931
-28% -$1.7M 2.86% 13
2022
Q2 		$6.06M Sell
102,913
-1,197
-1% -$76.8K 4.65% 11
2022
Q1 		$7.24M Sell
104,110
-94,888
-48% -$6.71M 4.87% 11
2021
Q4 		$14.9M Buy
+198,998
New +$15M 10.55% 3

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Client First Capital's IEFA Position: Q1 2023 in Review

Client First Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 68,549 shares — an estimated $4.23M sold.

Client First Capital first reported a position in IEFA in Q4 2021 and held it in 5 quarters. The position peaked at $14.9M in Q4 2021. 1,553 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Client First Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Client First Capital sold 68,549 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $4.23M.
  • Client First Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 5 quarters.
  • Client First Capital's iShares Core MSCI EAFE ETF position peaked at $14.9M in Q4 2021.
  • 1,553 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Client First Capital's 13F filing for Q1 2023, filed 13 Apr 2023.