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

Detalus 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
2025
Q3 		– Sell
-3,042
Closed -$254K – 180
2025
Q2 		$254K Buy
3,042
+15
+0.5% +$1.19K 0.07% 138
2025
Q1 		$229K Sell
3,027
-57
-2% -$4.26K 0.07% 142
2024
Q4 		$217K Sell
3,084
-124
-4% -$9.15K 0.07% 138
2024
Q3 		$250K Sell
3,208
-17
-0.5% -$1.27K 0.08% 134
2024
Q2 		$234K Buy
3,225
+42
+1% +$3.09K 0.08% 129
2024
Q1 		$236K Sell
3,183
-283
-8% -$20.1K 0.08% 129
2023
Q4 		$244K Sell
3,466
-135
-4% -$8.9K 0.1% 124
2023
Q3 		$232K Buy
3,601
+73
+2% +$4.89K 0.11% 116
2023
Q2 		$238K Sell
3,528
-64
-2% -$4.34K 0.11% 124
2023
Q1 		$240K Buy
+3,592
New +$235K 0.11% 119

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 $501B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return