Coury Firm Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Coury Firm Asset 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 Q3	$556K	Sell	8,634 -1,525	-15%	-$102K	0.89%	15
2023 Q2	$686K	Buy	10,159 +2,690	+36%	+$182K	0.99%	18
2023 Q1	$499K	Hold	7,469	–	–	0.7%	25
2022 Q4	$460K	Buy	7,469 +39	+0.5%	+$2.29K	0.68%	24
2022 Q3	$391K	Hold	7,430	–	–	0.59%	24
2022 Q2	$437K	Buy	7,430 +162	+2%	+$10.4K	0.58%	24
2022 Q1	$505K	Sell	7,268 -202	-3%	-$14.3K	0.44%	29
2021 Q4	$558K	Buy	+7,470	New	+$561K	0.42%	34

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJA

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

Coury Firm Asset Management's IEFA Position: Q3 2023 in Review

Coury Firm Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q3 2023, selling an estimated $102K and leaving 8,634 shares worth $556K. The position accounts for 0.89% of the portfolio, ranked #15.

Coury Firm Asset Management first reported a position in IEFA in Q4 2021 and has held it in 8 quarters since. The position peaked at $686K in Q2 2023. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Coury Firm Asset Management held 8,634 shares of iShares Core MSCI EAFE ETF worth $556K as of Q3 2023.
Coury Firm Asset Management sold 1,525 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $102K.
iShares Core MSCI EAFE ETF made up 0.89% of Coury Firm Asset Management's portfolio in Q3 2023, its #15 holding.
Coury Firm Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's iShares Core MSCI EAFE ETF position peaked at $686K in Q2 2023.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.