DMKJ
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David M. Knott Jr’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

David M. Knott Jr’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 		– Sell
-633
Closed -$43K – 145
2023
Q2 		$43K Hold
633
– – 0.02% 84
2023
Q1 		$42K Hold
633
– – 0.02% 83
2022
Q4 		$39K Hold
633
– – 0.01% 94
2022
Q3 		$33K Hold
633
– – 0.01% 111
2022
Q2 		$37K Buy
+633
New +$40.6K 0.02% 114

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
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

David M. Knott Jr's IEFA Position: Q3 2023 in Review

David M. Knott Jr sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 633 shares — an estimated $43K sold.

David M. Knott Jr first reported a position in IEFA in Q2 2022 and held it in 5 quarters. The position peaked at $43K in Q2 2023. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • David M. Knott Jr reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • David M. Knott Jr sold 633 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $43K.
  • David M. Knott Jr first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 5 quarters.
  • David M. Knott Jr's iShares Core MSCI EAFE ETF position peaked at $43K in Q2 2023.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on David M. Knott Jr's 13F filing for Q3 2023, filed 13 Nov 2023.