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

Divergent Wealth 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
2023 Q3	–	Sell	-3,403	Closed	-$230K	–	33
2023 Q2	$230K	Hold	3,403	–	–	0.05%	26
2023 Q1	$227K	Sell	3,403 -1,010	-23%	-$66.2K	0.05%	27
2022 Q4	$272K	Buy	+4,413	New	+$260K	0.07%	26
2020 Q3	–	Sell	-24,902	Closed	-$1.42M	–	39
2020 Q2	$1.42M	Sell	24,902 -7,468	-23%	-$405K	0.42%	19
2020 Q1	$1.61M	Buy	32,370 +15,195	+88%	+$904K	0.57%	19
2019 Q4	$1.12M	Sell	17,175 -6,434	-27%	-$408K	0.33%	21
2019 Q3	$1.44M	Buy	23,609 +6,529	+38%	+$394K	0.45%	21
2019 Q2	$1.05M	Sell	17,080 -5,304	-24%	-$325K	0.33%	22
2019 Q1	$1.36M	Sell	22,384 -36,334	-62%	-$2.14M	0.45%	22
2018 Q4	$3.23M	Buy	58,718 +57,282	+3,989%	+$3.36M	1.2%	17
2018 Q3	$90K	Buy	+1,436	New	+$91.5K	0.03%	49

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Divergent Wealth Advisors's IEFA Position: Q3 2023 in Review

Divergent Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 3,403 shares — an estimated $230K sold.

Divergent Wealth Advisors first reported a position in IEFA in Q3 2018 and held it in 11 quarters. The position peaked at $3.23M in Q4 2018. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Divergent Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Divergent Wealth Advisors sold 3,403 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $230K.
Divergent Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 11 quarters.
Divergent Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $3.23M in Q4 2018.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Divergent Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.