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Cribstone Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cribstone Capital 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
2022
Q4 		– Sell
-94
Closed -$5K – 441
2022
Q3 		$5K Hold
94
– – ﹤0.01% 297
2022
Q2 		$6K Buy
94
+9
+11% +$577 ﹤0.01% 292
2022
Q1 		$6K Buy
85
+20
+31% +$1.42K ﹤0.01% 306
2021
Q4 		$5K Buy
65
+3
+5% +$225 ﹤0.01% 316
2021
Q3 		$5K Buy
+62
New +$4.72K ﹤0.01% 296
2020
Q2 		– Sell
-650
Closed -$32K – 366
2020
Q1 		$32K Sell
650
-2,400
-79% -$143K 0.03% 135
2019
Q4 		$199K Sell
3,050
-1,806
-37% -$115K 0.18% 82
2019
Q3 		$297K Sell
4,856
-143
-3% -$8.63K 0.18% 91
2019
Q2 		$307K Sell
4,999
-20
-0.4% -$1.23K 0.17% 93
2019
Q1 		$305K Buy
5,019
+14
+0.3% +$826 0.16% 92
2018
Q4 		$275K Buy
5,005
+4,842
+2,971% +$284K 0.14% 102
2018
Q3 		$10K Hold
163
– – ﹤0.01% 517
2018
Q2 		$10K Hold
163
– – ﹤0.01% 516
2018
Q1 		$11K Hold
163
– – 0.01% 488
2017
Q4 		$11K Hold
163
– – 0.01% 550
2017
Q3 		$10K Buy
163
+131
+409% +$8.2K 0.01% 501
2017
Q2 		$2K Hold
32
– – ﹤0.01% 665
2017
Q1 		$2K Buy
32
+5
+19% +$281 ﹤0.01% 690
2016
Q4 		$1K Hold
27
– – ﹤0.01% 669
2016
Q3 		$1K Hold
27
– – ﹤0.01% 678
2016
Q2 		$1K Buy
+27
New +$1.44K ﹤0.01% 709

Other funds holding IEFA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cribstone Capital Management's IEFA Position: Q4 2022 in Review

Cribstone Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 94 shares — an estimated $5K sold.

Cribstone Capital Management first reported a position in IEFA in Q2 2016 and held it in 21 quarters. The position peaked at $307K in Q2 2019. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Cribstone Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Cribstone Capital Management sold 94 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $5K.
  • Cribstone Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 21 quarters.
  • Cribstone Capital Management's iShares Core MSCI EAFE ETF position peaked at $307K in Q2 2019.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.