Connectus Wealth
IEFA icon

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

Connectus Wealth’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
Q1 		– Sell
-5,520
Closed -$388K – 423
2023
Q4 		$388K Buy
5,520
+169
+3% +$11.1K 0.01% 429
2023
Q3 		$344K Buy
5,351
+12
+0.2% +$803 0.01% 423
2023
Q2 		$361K Buy
5,339
+297
+6% +$20.1K 0.01% 378
2023
Q1 		$337K Buy
5,042
+176
+4% +$11.5K 0.01% 373
2022
Q4 		$300K Buy
4,866
+15
+0.3% +$883 0.01% 383
2022
Q3 		$256K Sell
4,851
-310
-6% -$18.2K 0.01% 459
2022
Q2 		$304K Sell
5,161
-977
-16% -$62.7K 0.01% 380
2022
Q1 		$458K Buy
+6,138
New +$434K 0.01% 313

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Connectus Wealth's IEFA Position: Q1 2024 in Review

Connectus Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 5,520 shares — an estimated $388K sold.

Connectus Wealth first reported a position in IEFA in Q1 2022 and held it in 8 quarters. The position peaked at $458K in Q1 2022. 1,791 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Connectus Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 5,520 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $388K.
  • Connectus Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 8 quarters.
  • Connectus Wealth's iShares Core MSCI EAFE ETF position peaked at $458K in Q1 2022.
  • 1,791 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.