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Curi Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Curi Wealth 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
2024
Q1 		– Sell
-190,229
Closed -$13.4M – 59
2023
Q4 		$13.4M Buy
190,229
+4,286
+2% +$282K 1.85% 13
2023
Q3 		$12M Sell
185,943
-31,725
-15% -$2.12M 1.84% 19
2023
Q2 		$14.7M Buy
217,668
+7,546
+4% +$512K 1.99% 13
2023
Q1 		$14M Sell
210,122
-184
-0.1% -$12.1K 2.02% 13
2022
Q4 		$13M Buy
210,306
+2,953
+1% +$174K 1.82% 20
2022
Q3 		$10.9M Buy
207,353
+43,453
+27% +$2.56M 1.81% 20
2022
Q2 		$9.65M Buy
163,900
+15,322
+10% +$983K 1.86% 22
2022
Q1 		$10.3M Buy
148,578
+17,729
+14% +$1.25M 1.79% 21
2021
Q4 		$9.77M Buy
130,849
+54,224
+71% +$4.08M 1.69% 26
2021
Q3 		$5.69M Buy
76,625
+10,734
+16% +$817K 2.62% 10
2021
Q2 		$4.93M Buy
65,891
+17,611
+36% +$1.33M 2.47% 10
2021
Q1 		$3.48M Buy
48,280
+14,157
+41% +$1.01M 2.2% 11
2020
Q4 		$2.36M Buy
+34,123
New +$2.21M 1.7% 13

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curi Wealth Management's IEFA Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 190,229 shares — an estimated $13.4M sold.

Curi Wealth Management first reported a position in IEFA in Q4 2020 and held it in 13 quarters. The position peaked at $14.7M in Q2 2023. 1,788 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 190,229 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $13.4M.
  • Curi Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's iShares Core MSCI EAFE ETF position peaked at $14.7M in Q2 2023.
  • 1,788 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.