Column Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Column Capital 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	$218K	Hold	3,382	–	–	0.03%	139
2023 Q2	$228K	Hold	3,382	–	–	0.03%	130
2023 Q1	$226K	Hold	3,382	–	–	0.03%	131
2022 Q4	$208K	Hold	3,382	–	–	0.03%	124
2022 Q3	$178K	Hold	3,382	–	–	0.04%	130
2022 Q2	$199K	Hold	3,382	–	–	0.04%	118
2022 Q1	$235K	Hold	3,382	–	–	0.04%	119
2021 Q4	$252K	Hold	3,382	–	–	0.05%	112
2021 Q3	$251K	Buy	3,382 +3,007	+802%	+$229K	0.05%	106
2021 Q2	$28K	Buy	+375	New	+$28.3K	0.01%	348
2020 Q3	–	Sell	-118	Closed	-$6K	–	762
2020 Q2	$6K	Hold	118	–	–	﹤0.01%	550
2020 Q1	$6K	Sell	118 -1,255	-91%	-$74.7K	﹤0.01%	465
2019 Q4	$89K	Buy	+1,373	New	+$87.1K	0.05%	156

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 Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RJA

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

Column Capital Advisors's IEFA Position: Q3 2023 in Review

Column Capital Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2023 at 3,382 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #139.

Column Capital Advisors first reported a position in IEFA in Q4 2019 and has held it in 13 quarters since. The position peaked at $252K in Q4 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Column Capital Advisors held 3,382 shares of iShares Core MSCI EAFE ETF worth $218K as of Q3 2023.
Column Capital Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2023.
iShares Core MSCI EAFE ETF made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #139 holding.
Column Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 13 quarters since.
Column Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $252K in Q4 2021.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.