Coulter & Justus Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coulter & Justus Financial Services’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	$749K	Buy	+10,098	New	+$719K	0.17%	55

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

Coulter & Justus Financial Services's IEFA Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2024: 10,098 shares worth $749K. The stake represents 0.17% of the portfolio and ranks #55 among its holdings.

1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Coulter & Justus Financial Services held 10,098 shares of iShares Core MSCI EAFE ETF worth $749K as of Q1 2024.
iShares Core MSCI EAFE ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares Core MSCI EAFE ETF made up 0.17% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #55 holding.
1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.