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Connable Office Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Connable Office Inc’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
Q3 		– Sell
-862,800
Closed -$50.8M – 213
2022
Q2 		$50.8M Buy
862,800
+67,173
+8% +$4.31M 7.77% 3
2022
Q1 		$55.3M Buy
795,627
+410,835
+107% +$29.1M 7.38% 3
2021
Q4 		$28.7M Buy
384,792
+69,494
+22% +$5.22M 3.65% 6
2021
Q3 		$23.4M Buy
315,298
+56,191
+22% +$4.27M 3.4% 6
2021
Q2 		$19.4M Buy
259,107
+25,360
+11% +$1.91M 2.69% 6
2021
Q1 		$16.8M Buy
233,747
+103,509
+79% +$7.4M 2.45% 8
2020
Q4 		$9M Buy
+130,238
New +$8.42M 1.38% 12

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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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Connable Office Inc's IEFA Position: Q3 2022 in Review

Connable Office Inc sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 862,800 shares — an estimated $50.8M sold.

Connable Office Inc first reported a position in IEFA in Q4 2020 and held it in 7 quarters. The position peaked at $55.3M in Q1 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Connable Office Inc reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Connable Office Inc sold 862,800 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $50.8M.
  • Connable Office Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 7 quarters.
  • Connable Office Inc's iShares Core MSCI EAFE ETF position peaked at $55.3M in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Connable Office Inc's 13F filing for Q3 2022, filed 26 Oct 2022.