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Contravisory Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Contravisory Investment Management’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
Q4 		– Sell
-8
Closed -$515 – 391
2023
Q3 		$515 Buy
+8
New +$536 ﹤0.01% 314
2018
Q3 		– Sell
-2,174
Closed -$138K – 327
2018
Q2 		$138K Hold
2,174
– – 0.05% 176
2018
Q1 		$143K Buy
2,174
+734
+51% +$49.3K 0.05% 171
2017
Q4 		$95K Buy
1,440
+182
+14% +$11.9K 0.03% 192
2017
Q3 		$81K Buy
+1,258
New +$78.7K 0.03% 187

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Contravisory Investment Management's IEFA Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 8 shares — an estimated $515 sold.

Contravisory Investment Management first reported a position in IEFA in Q3 2017 and held it in 5 quarters. The position peaked at $143K in Q1 2018. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Contravisory Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 8 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $515.
  • Contravisory Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and held it in 5 quarters.
  • Contravisory Investment Management's iShares Core MSCI EAFE ETF position peaked at $143K in Q1 2018.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.