Columbia Advisory Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Columbia Advisory Partners’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 Q2	–	Sell	-4,432	Closed	-$329K	–	56
2024 Q1	$329K	Sell	4,432 -881	-17%	-$62.7K	0.33%	37
2023 Q4	$374K	Sell	5,313 -1,564	-23%	-$103K	0.38%	37
2023 Q3	$443K	Sell	6,877 -793	-10%	-$53.1K	0.48%	33
2023 Q2	$518K	Sell	7,670 -5,401	-41%	-$366K	0.55%	25
2023 Q1	$874K	Sell	13,071 -48,911	-79%	-$3.21M	0.82%	20
2022 Q4	$3.82M	Buy	61,982 +17,048	+38%	+$1M	3.64%	8
2022 Q3	$2.37M	Buy	44,934 +1,024	+2%	+$60.2K	2.89%	8
2022 Q2	$2.58M	Buy	43,910 +590	+1%	+$37.9K	2.96%	8
2022 Q1	$3.01M	Buy	43,320 +40,411	+1,389%	+$2.86M	3.02%	8
2021 Q4	$217K	Buy	+2,909	New	+$219K	0.22%	45

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Columbia Advisory Partners's IEFA Position: Q2 2024 in Review

Columbia Advisory Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 4,432 shares — an estimated $329K sold.

Columbia Advisory Partners first reported a position in IEFA in Q4 2021 and held it in 10 quarters. The position peaked at $3.82M in Q4 2022. 1,810 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

Columbia Advisory Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Columbia Advisory Partners sold 4,432 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $329K.
Columbia Advisory Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 10 quarters.
Columbia Advisory Partners's iShares Core MSCI EAFE ETF position peaked at $3.82M in Q4 2022.
1,810 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Columbia Advisory Partners's 13F filing for Q2 2024, filed 12 Jul 2024.