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Criterion Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Criterion Capital Advisors’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
Q4 		$38.6K Hold
531
– – 0.02% 151
2024
Q3 		$38.6K Hold
531
– – 0.02% 151
2024
Q2 		$38.6K Hold
531
– – 0.02% 151
2024
Q1 		$39.4K Hold
531
– – 0.03% 156
2023
Q4 		$37.4K Buy
+531
New +$35K 0.03% 161

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Criterion Capital Advisors's IEFA Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2024 at 531 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #151.

Criterion Capital Advisors first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $39.4K in Q1 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Criterion Capital Advisors held 531 shares of iShares Core MSCI EAFE ETF worth $38.6K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares Core MSCI EAFE ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #151 holding.
  • Criterion Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $39.4K in Q1 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.