Colonial River Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Colonial River Investments’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 Q2	–	Sell	-3,212	Closed	-$215K	–	186
2023 Q1	$215K	Buy	+3,212	New	+$211K	0.13%	182
2022 Q3	–	Sell	-4,630	Closed	-$272K	–	187
2022 Q2	$272K	Buy	4,630 +405	+10%	+$26K	0.18%	143
2022 Q1	$294K	Sell	4,225 -251	-6%	-$17.8K	0.17%	149
2021 Q4	$334K	Buy	+4,476	New	+$336K	0.18%	141
2021 Q3	–	Sell	-4,813	Closed	-$360K	–	114
2021 Q2	$360K	Buy	4,813 +81	+2%	+$6.12K	0.26%	99
2021 Q1	$341K	Sell	4,732 -210	-4%	-$15K	0.28%	96
2020 Q4	$354K	Buy	+4,942	New	+$320K	0.16%	90

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Colonial River Investments's IEFA Position: Q2 2023 in Review

Colonial River Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 3,212 shares — an estimated $215K sold.

Colonial River Investments first reported a position in IEFA in Q4 2020 and held it in 7 quarters. The position peaked at $360K in Q2 2021. 1,582 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Colonial River Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Colonial River Investments sold 3,212 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $215K.
Colonial River Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 7 quarters.
Colonial River Investments's iShares Core MSCI EAFE ETF position peaked at $360K in Q2 2021.
1,582 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Colonial River Investments's 13F filing for Q2 2023, filed 8 Aug 2023.