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Collaborative Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Collaborative Wealth Management’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
Q4 		– Sell
-3,948
Closed -$208K – 175
2022
Q3 		$208K Sell
3,948
-401
-9% -$23.6K 0.15% 156
2022
Q2 		$256K Buy
+4,349
New +$279K 0.17% 156
2021
Q4 		$397K Buy
+5,315
New +$399K 0.22% 132
2021
Q1 		$385K Buy
+5,543
New +$396K 0.22% 132

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Collaborative Wealth Management's IEFA Position: Q4 2022 in Review

Collaborative Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 3,948 shares — an estimated $208K sold.

Collaborative Wealth Management first reported a position in IEFA in Q1 2021 and held it in 4 quarters. The position peaked at $397K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Collaborative Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Collaborative Wealth Management sold 3,948 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $208K.
  • Collaborative Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 4 quarters.
  • Collaborative Wealth Management's iShares Core MSCI EAFE ETF position peaked at $397K in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Collaborative Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.