Credential Qtrade Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Credential Qtrade Securities’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 Q1	–	Sell	-7,689	Closed	-$474K	–	414
2022 Q4	$474K	Buy	+7,689	New	+$453K	0.03%	182
2020 Q1	–	Sell	-1,823	Closed	-$119K	–	314
2019 Q4	$119K	Hold	1,823	–	–	0.02%	188
2019 Q3	$111K	Hold	1,823	–	–	0.02%	180
2019 Q2	$112K	Hold	1,823	–	–	0.02%	183
2019 Q1	$111K	Hold	1,823	–	–	0.02%	189
2018 Q4	$100K	Hold	1,823	–	–	0.02%	187
2018 Q3	$117K	Buy	+1,823	New	+$116K	0.02%	198

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 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

RJA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Credential Qtrade Securities's IEFA Position: Q1 2023 in Review

Credential Qtrade Securities sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 7,689 shares — an estimated $474K sold.

Credential Qtrade Securities first reported a position in IEFA in Q3 2018 and held it in 7 quarters. The position peaked at $474K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

Credential Qtrade Securities reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Credential Qtrade Securities sold 7,689 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $474K.
Credential Qtrade Securities first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 7 quarters.
Credential Qtrade Securities's iShares Core MSCI EAFE ETF position peaked at $474K in Q4 2022.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Credential Qtrade Securities's 13F filing for Q1 2023, filed 21 Jul 2025.